Institutional & Family Asset Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.27K | Hold |
24
| – | – | ﹤0.01% | 490 |
|
|
2024
Q1 | $6.08K | Hold |
24
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $5.74K | Hold |
24
| – | – | ﹤0.01% | 460 |
|
|
2023
Q3 | $4.88K | Hold |
24
| – | – | ﹤0.01% | 464 |
|
|
2023
Q2 | $4.53K | Hold |
24
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $4.27K | Hold |
24
| – | – | ﹤0.01% | 495 |
|
|
2022
Q4 | $3.87K | Buy |
24
+4
| +20% | +$645 | ﹤0.01% | 498 |
|
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 523 |
|
|
2022
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 535 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 590 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 571 |
|
|
2021
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 679 |
|
|
2021
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 725 |
|
|
2021
Q1 | $6K | Sell |
20
-17
| -46% | -$5.1K | ﹤0.01% | 670 |
|
|
2020
Q4 | $10K | Hold |
37
| – | – | ﹤0.01% | 545 |
|
|
2020
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 545 |
|
|
2020
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 540 |
|
|
2020
Q1 | $7K | Hold |
37
| – | – | ﹤0.01% | 502 |
|
|
2019
Q4 | $7K | Hold |
37
| – | – | ﹤0.01% | 557 |
|
|
2019
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 524 |
|
|
2019
Q2 | $6K | Sell |
37
-18
| -33% | -$2.92K | ﹤0.01% | 571 |
|
|
2019
Q1 | $9K | Hold |
55
| – | – | ﹤0.01% | 526 |
|
|
2018
Q4 | $10K | Hold |
55
| – | – | ﹤0.01% | 480 |
|
|
2018
Q3 | $9K | Buy |
55
+14
| +34% | +$2.29K | ﹤0.01% | 545 |
|
|
2018
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 595 |
|
|
2018
Q1 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 609 |
|