Janney Montgomery Scott’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
2,491
-398
| -14% | -$90.8K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $705K | Buy |
2,889
+132
| +5% | +$32.2K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $669K | Buy |
2,757
+450
| +20% | +$109K | ﹤0.01% | 1810 |
|
|
2024
Q3 | $595K | Buy |
2,307
+354
| +18% | +$91.3K | ﹤0.01% | 1857 |
|
|
2024
Q2 | $429K | Sell |
1,953
-719
| -27% | -$158K | ﹤0.01% | 2001 |
|
|
2024
Q1 | $677K | Sell |
2,672
-1,023
| -28% | -$259K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $883K | Sell |
3,695
-163
| -4% | -$39K | ﹤0.01% | 1516 |
|
|
2023
Q3 | $784K | Sell |
3,858
-35
| -0.9% | -$7.11K | ﹤0.01% | 1469 |
|
|
2023
Q2 | $735K | Buy |
3,893
+316
| +9% | +$59.7K | ﹤0.01% | 1611 |
|
|
2023
Q1 | $637K | Buy |
3,577
+437
| +14% | +$77.8K | ﹤0.01% | 1573 |
|
|
2022
Q4 | $506K | Sell |
3,140
-786
| -20% | -$127K | ﹤0.01% | 1772 |
|
|
2022
Q3 | $690K | Buy |
3,926
+1,331
| +51% | +$234K | ﹤0.01% | 1497 |
|
|
2022
Q2 | $512K | Sell |
2,595
-969
| -27% | -$191K | ﹤0.01% | 1611 |
|
|
2022
Q1 | $653K | Buy |
3,564
+278
| +8% | +$50.9K | ﹤0.01% | 1482 |
|
|
2021
Q4 | $804K | Buy |
3,286
+327
| +11% | +$80K | ﹤0.01% | 1456 |
|
|
2021
Q3 | $685K | Buy |
2,959
+436
| +17% | +$101K | ﹤0.01% | 1482 |
|
|
2021
Q2 | $647K | Sell |
2,523
-52
| -2% | -$13.3K | ﹤0.01% | 1490 |
|
|
2021
Q1 | $789K | Buy |
2,575
+177
| +7% | +$54.2K | ﹤0.01% | 1320 |
|
|
2020
Q4 | $637K | Buy |
2,398
+300
| +14% | +$79.7K | ﹤0.01% | 1420 |
|
|
2020
Q3 | $397K | Buy |
2,098
+1
| +0% | +$189 | ﹤0.01% | 1550 |
|
|
2020
Q2 | $416K | Buy |
2,097
+337
| +19% | +$66.9K | ﹤0.01% | 1452 |
|
|
2020
Q1 | $354K | Sell |
1,760
-61
| -3% | -$12.3K | ﹤0.01% | 1403 |
|
|
2019
Q4 | $354K | Buy |
1,821
+26
| +1% | +$5.05K | ﹤0.01% | 1621 |
|
|
2019
Q3 | $329K | Buy |
1,795
+412
| +30% | +$75.5K | ﹤0.01% | 1642 |
|
|
2019
Q2 | $220K | Sell |
1,383
-106
| -7% | -$16.9K | ﹤0.01% | 1850 |
|
|
2019
Q1 | $252K | Sell |
1,489
-72
| -5% | -$12.2K | ﹤0.01% | 1744 |
|
|
2018
Q4 | $286K | Buy |
1,561
+352
| +29% | +$64.5K | ﹤0.01% | 1589 |
|
|
2018
Q3 | $208K | Buy |
+1,209
| New | +$208K | ﹤0.01% | 1910 |
|
|
2016
Q2 | – | Sell |
-4,243
| Closed | -$458K | – | 1172 |
|
|
2016
Q1 | $458K | Sell |
4,243
-28,686
| -87% | -$3.1M | 0.01% | 812 |
|
|
2015
Q4 | $3.25M | Buy |
32,929
+1,544
| +5% | +$152K | 0.08% | 255 |
|
|
2015
Q3 | $2.8M | Buy |
31,385
+1,548
| +5% | +$138K | 0.08% | 270 |
|
|
2015
Q2 | $2.6M | Buy |
+29,837
| New | +$2.6M | 0.05% | 411 |
|