HWM
Howard Wealth Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
1,225
-25
| -2% | -$5.7K | 0.14% | 99 |
|
|
2025
Q1 | $305K | Hold |
1,250
| – | – | 0.17% | 90 |
|
|
2024
Q4 | $303K | Hold |
1,250
| – | – | 0.16% | 90 |
|
|
2024
Q3 | $322K | Hold |
1,250
| – | – | 0.19% | 92 |
|
|
2024
Q2 | $275K | Sell |
1,250
-25
| -2% | -$5.49K | 0.22% | 82 |
|
|
2024
Q1 | $323K | Hold |
1,275
| – | – | 0.26% | 71 |
|
|
2023
Q4 | $305K | Hold |
1,275
| – | – | 0.25% | 75 |
|
|
2023
Q3 | $259K | Hold |
1,275
| – | – | 0.24% | 80 |
|
|
2023
Q2 | $241K | Sell |
1,275
-75
| -6% | -$14.1K | 0.21% | 88 |
|
|
2023
Q1 | $240K | Hold |
1,350
| – | – | 0.2% | 93 |
|
|
2022
Q4 | $218K | Sell |
1,350
-50
| -4% | -$8.06K | 0.18% | 103 |
|
|
2022
Q3 | $246K | Buy |
+1,400
| New | +$246K | 0.17% | 101 |
|
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$256K | – | 134 |
|
|
2022
Q1 | $256K | Hold |
1,400
| – | – | 0.14% | 110 |
|
|
2021
Q4 | $342K | Hold |
1,400
| – | – | 0.18% | 95 |
|
|
2021
Q3 | $324K | Hold |
1,400
| – | – | 0.18% | 96 |
|
|
2021
Q2 | $358K | Hold |
1,400
| – | – | 0.2% | 94 |
|
|
2021
Q1 | $428K | Hold |
1,400
| – | – | 0.25% | 86 |
|
|
2020
Q4 | $371K | Hold |
1,400
| – | – | 0.23% | 87 |
|
|
2020
Q3 | $265K | Hold |
1,400
| – | – | 0.19% | 102 |
|
|
2020
Q2 | $277K | Sell |
1,400
-240
| -15% | -$47.5K | 0.23% | 91 |
|
|
2020
Q1 | $329K | Hold |
1,640
| – | – | 0.35% | 73 |
|
|
2019
Q4 | $318K | Buy |
+1,640
| New | +$318K | 0.27% | 82 |
|