J.P. Morgan Private Wealth Advisors’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.08M | Sell |
5,306
-288
| -5% | -$58.5K | ﹤0.01% | 949 |
|
|
2023
Q2 | $1.06M | Sell |
5,594
-1,805
| -24% | -$340K | 0.01% | 745 |
|
|
2023
Q1 | $1.32M | Buy |
7,399
+66
| +0.9% | +$11.8K | ﹤0.01% | 1040 |
|
|
2022
Q4 | $1.18M | Buy |
7,333
+26
| +0.4% | +$4.19K | ﹤0.01% | 1070 |
|
|
2022
Q3 | $1.28M | Sell |
7,307
-489
| -6% | -$85.9K | ﹤0.01% | 1025 |
|
|
2022
Q2 | $1.57M | Sell |
7,796
-2,247
| -22% | -$453K | ﹤0.01% | 926 |
|
|
2022
Q1 | $1.84M | Buy |
10,043
+814
| +9% | +$149K | ﹤0.01% | 937 |
|
|
2021
Q4 | $2.26M | Buy |
9,229
+1,269
| +16% | +$310K | ﹤0.01% | 863 |
|
|
2021
Q3 | $1.84M | Buy |
7,960
+523
| +7% | +$121K | ﹤0.01% | 933 |
|
|
2021
Q2 | $1.91M | Buy |
7,437
+1,210
| +19% | +$310K | ﹤0.01% | 901 |
|
|
2021
Q1 | $1.91M | Sell |
6,227
-139
| -2% | -$42.6K | 0.01% | 789 |
|
|
2020
Q4 | $1.69M | Buy |
6,366
+160
| +3% | +$42.5K | 0.01% | 805 |
|
|
2020
Q3 | $1.18M | Sell |
6,206
-674
| -10% | -$128K | ﹤0.01% | 825 |
|
|
2020
Q2 | $1.36M | Buy |
6,880
+63
| +0.9% | +$12.5K | 0.01% | 699 |
|
|
2020
Q1 | $1.37M | Buy |
6,817
+1,528
| +29% | +$307K | 0.01% | 624 |
|
|
2019
Q4 | $1.03M | Sell |
5,289
-3,485
| -40% | -$677K | ﹤0.01% | 785 |
|
|
2019
Q3 | $1.61M | Buy |
8,774
+4,996
| +132% | +$917K | 0.01% | 627 |
|
|
2019
Q2 | $601K | Sell |
3,778
-1,355
| -26% | -$216K | ﹤0.01% | 917 |
|
|
2019
Q1 | $870K | Buy |
5,133
+203
| +4% | +$34.4K | ﹤0.01% | 837 |
|
|
2018
Q4 | $903K | Buy |
4,930
+75
| +2% | +$13.7K | 0.01% | 781 |
|
|
2018
Q3 | $836K | Sell |
4,855
-119
| -2% | -$20.5K | ﹤0.01% | 884 |
|
|
2018
Q2 | $727K | Sell |
4,974
-626
| -11% | -$91.5K | ﹤0.01% | 880 |
|
|
2018
Q1 | $737K | Sell |
5,600
-2,172
| -28% | -$286K | 0.01% | 733 |
|
|
2017
Q4 | $917K | Buy |
7,772
+930
| +14% | +$110K | 0.01% | 681 |
|
|
2017
Q3 | $766K | Sell |
6,842
-49
| -0.7% | -$5.49K | 0.01% | 704 |
|
|
2017
Q2 | $760K | Buy |
6,891
+2,470
| +56% | +$272K | 0.01% | 694 |
|
|
2017
Q1 | $481K | Buy |
4,421
+1,061
| +32% | +$115K | ﹤0.01% | 872 |
|
|
2016
Q4 | $393K | Buy |
3,360
+667
| +25% | +$78K | ﹤0.01% | 895 |
|
|
2016
Q3 | $303K | Buy |
2,693
+257
| +11% | +$28.9K | ﹤0.01% | 983 |
|
|
2016
Q2 | $286K | Buy |
2,436
+264
| +12% | +$31K | ﹤0.01% | 1003 |
|
|
2016
Q1 | $236K | Buy |
+2,172
| New | +$236K | ﹤0.01% | 1027 |
|
|
2014
Q2 | – | Sell |
-5,900
| Closed | -$458K | – | 923 |
|
|
2014
Q1 | $458K | Buy |
5,900
+763
| +15% | +$59.2K | 0.01% | 596 |
|
|
2013
Q4 | $384K | Buy |
5,137
+94
| +2% | +$7.03K | 0.01% | 499 |
|
|
2013
Q3 | $327K | Buy |
5,043
+1,143
| +29% | +$74.1K | 0.01% | 500 |
|
|
2013
Q2 | $212K | Buy |
+3,900
| New | +$212K | 0.01% | 560 |
|