HighTower Advisors’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 | $1.61M | Sell |
7,065
-166
| -2% | -$37.9K | ﹤0.01% | 1692 |
|
|
2025
Q1 | $1.76M | Buy |
7,231
+534
| +8% | +$130K | ﹤0.01% | 1595 |
|
|
2024
Q4 | $1.63M | Buy |
6,697
+57
| +0.9% | +$13.8K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $1.74M | Sell |
6,640
-348
| -5% | -$90.9K | ﹤0.01% | 1604 |
|
|
2024
Q2 | $1.54M | Buy |
6,988
+82
| +1% | +$18.1K | ﹤0.01% | 1593 |
|
|
2024
Q1 | $1.79M | Buy |
6,906
+1,892
| +38% | +$490K | ﹤0.01% | 1493 |
|
|
2023
Q4 | $1.19M | Buy |
5,014
+267
| +6% | +$63.4K | ﹤0.01% | 1745 |
|
|
2023
Q3 | $958K | Sell |
4,747
-1,008
| -18% | -$203K | ﹤0.01% | 1788 |
|
|
2023
Q2 | $1.1M | Buy |
5,755
+328
| +6% | +$62.9K | ﹤0.01% | 1697 |
|
|
2023
Q1 | $970K | Sell |
5,427
-725
| -12% | -$130K | ﹤0.01% | 1684 |
|
|
2022
Q4 | $989K | Buy |
6,152
+1,900
| +45% | +$305K | ﹤0.01% | 1677 |
|
|
2022
Q3 | $748K | Buy |
4,252
+20
| +0.5% | +$3.52K | ﹤0.01% | 1769 |
|
|
2022
Q2 | $838K | Buy |
4,232
+163
| +4% | +$32.3K | ﹤0.01% | 1735 |
|
|
2022
Q1 | $734K | Buy |
4,069
+208
| +5% | +$37.5K | ﹤0.01% | 1928 |
|
|
2021
Q4 | $932K | Buy |
3,861
+27
| +0.7% | +$6.52K | ﹤0.01% | 1793 |
|
|
2021
Q3 | $889K | Buy |
3,834
+40
| +1% | +$9.28K | ﹤0.01% | 1724 |
|
|
2021
Q2 | $974K | Buy |
3,794
+214
| +6% | +$54.9K | ﹤0.01% | 1648 |
|
|
2021
Q1 | $1.1M | Buy |
+3,580
| New | +$1.1M | ﹤0.01% | 1496 |
|
|
2020
Q4 | – | Sell |
-4,136
| Closed | -$781K | – | 2622 |
|
|
2020
Q3 | $781K | Buy |
4,136
+750
| +22% | +$142K | ﹤0.01% | 1345 |
|
|
2020
Q2 | $679K | Buy |
3,386
+732
| +28% | +$147K | ﹤0.01% | 1300 |
|
|
2020
Q1 | $532K | Buy |
2,654
+736
| +38% | +$148K | ﹤0.01% | 1296 |
|
|
2019
Q4 | $373K | Buy |
1,918
+228
| +13% | +$44.3K | ﹤0.01% | 1583 |
|
|
2019
Q3 | $310K | Buy |
1,690
+354
| +26% | +$64.9K | ﹤0.01% | 1765 |
|
|
2019
Q2 | $209K | Buy |
1,336
+155
| +13% | +$24.2K | ﹤0.01% | 2019 |
|
|
2019
Q1 | $203K | Buy |
+1,181
| New | +$203K | ﹤0.01% | 1949 |
|
|
2016
Q2 | – | Sell |
-8,916
| Closed | -$961K | – | 1960 |
|
|
2016
Q1 | $961K | Sell |
8,916
-79
| -0.9% | -$8.52K | ﹤0.01% | 995 |
|
|
2015
Q4 | $887K | Buy |
8,995
+2,434
| +37% | +$240K | 0.01% | 1032 |
|
|
2015
Q3 | $588K | Buy |
6,561
+101
| +2% | +$9.05K | 0.01% | 1139 |
|
|
2015
Q2 | $563K | Buy |
+6,460
| New | +$563K | 0.01% | 973 |
|