IFP Advisors’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$244 | – | 3935 |
|
|
2025
Q1 | – | Hold |
0
| – | -$243 | – | 3615 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3643 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$3K | – | 4443 |
|
|
2022
Q4 | $3K | Sell |
11
-3
| -21% | -$818 | ﹤0.01% | 4076 |
|
|
2022
Q3 | $4K | Buy |
14
+6
| +75% | +$1.71K | ﹤0.01% | 4162 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 4211 |
|
|
2022
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 4211 |
|
|
2021
Q3 | – | Sell |
-65
| Closed | -$16K | – | 4636 |
|
|
2021
Q2 | $16K | Buy |
+65
| New | +$16K | ﹤0.01% | 2039 |
|
|
2021
Q1 | – | Sell |
-108
| Closed | -$29K | – | 4296 |
|
|
2020
Q4 | $29K | Hold |
108
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q3 | $20K | Hold |
108
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q2 | $21K | Hold |
108
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q1 | $21K | Hold |
108
| – | – | ﹤0.01% | 1466 |
|
|
2019
Q4 | $21K | Hold |
108
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q3 | $20K | Buy |
+108
| New | +$20K | ﹤0.01% | 1769 |
|
|
2019
Q1 | $26K | Sell |
154
-158
| -51% | -$26.7K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $57K | Sell |
312
-24
| -7% | -$4.39K | ﹤0.01% | 1524 |
|
|
2018
Q3 | $58K | Hold |
336
| – | – | ﹤0.01% | 1810 |
|
|
2018
Q2 | $49K | Buy |
336
+3
| +0.9% | +$437 | ﹤0.01% | 1910 |
|
|
2018
Q1 | $39K | Hold |
333
| – | – | ﹤0.01% | 1967 |
|
|
2017
Q4 | $39K | Sell |
333
-100
| -23% | -$11.7K | ﹤0.01% | 1962 |
|
|
2017
Q3 | $48K | Buy |
433
+129
| +42% | +$14.3K | ﹤0.01% | 2002 |
|
|
2017
Q2 | $34K | Buy |
304
+100
| +49% | +$11.2K | ﹤0.01% | 2221 |
|
|
2017
Q1 | $22K | Sell |
204
-45
| -18% | -$4.85K | ﹤0.01% | 2424 |
|
|
2016
Q4 | $29K | Sell |
249
-134
| -35% | -$15.6K | ﹤0.01% | 2216 |
|
|
2016
Q3 | $43K | Buy |
383
+133
| +53% | +$14.9K | ﹤0.01% | 1903 |
|
|
2016
Q2 | $29K | Buy |
250
+96
| +62% | +$11.1K | ﹤0.01% | 2104 |
|
|
2016
Q1 | $26K | Buy |
154
+19
| +14% | +$3.21K | ﹤0.01% | 1234 |
|
|
2015
Q4 | $13K | Buy |
+135
| New | +$13K | ﹤0.01% | 2431 |
|