Global Retirement Partners’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9K | Buy |
+118
| New | +$26.9K | ﹤0.01% | 2123 |
|
|
2024
Q4 | $20.9K | Buy |
86
+2
| +2% | +$485 | ﹤0.01% | 2062 |
|
|
2024
Q3 | $21.7K | Sell |
84
-693
| -89% | -$179K | ﹤0.01% | 1950 |
|
|
2024
Q2 | $171K | Sell |
777
-32
| -4% | -$7.03K | 0.01% | 953 |
|
|
2024
Q1 | $205K | Sell |
809
-8
| -1% | -$2.03K | 0.01% | 782 |
|
|
2023
Q4 | $225K | Sell |
817
-55
| -6% | -$15.2K | 0.01% | 713 |
|
|
2023
Q3 | $175K | Buy |
872
+15
| +2% | +$3.02K | 0.01% | 718 |
|
|
2023
Q2 | $162K | Hold |
857
| – | – | 0.01% | 774 |
|
|
2023
Q1 | $158K | Buy |
857
+157
| +22% | +$28.9K | 0.01% | 760 |
|
|
2022
Q4 | $113K | Hold |
700
| – | – | 0.01% | 770 |
|
|
2022
Q3 | $112K | Sell |
700
-7
| -1% | -$1.12K | 0.01% | 741 |
|
|
2022
Q2 | $142K | Hold |
707
| – | – | 0.01% | 643 |
|
|
2022
Q1 | $127K | Buy |
+707
| New | +$127K | 0.01% | 681 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1587 |
|
|
2018
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 1496 |
|
|
2018
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 1448 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1471 |
|