Howard Wealth Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $322K | Hold |
|
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|
2024
Q2 | $275K | Sell |
|
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|
2024
Q1 | $323K | Hold |
|
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|
2023
Q4 | $305K | Hold |
|
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $240K | Hold |
|
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $342K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $428K | Hold |
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|
2020
Q4 | $371K | Hold |
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|
2020
Q3 | $265K | Hold |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $329K | Hold |
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|
2019
Q4 | $318K | Buy |
|