JFS Wealth Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6K | Sell |
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|
2025
Q1 | $1.95K | Hold |
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|
2024
Q4 | $1.94K | Hold |
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|
2024
Q3 | $2.06K | Hold |
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|
2024
Q2 | $1.76K | Hold |
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|
2024
Q1 | $2.03K | Hold |
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|
2023
Q4 | $1.91K | Hold |
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|
2023
Q3 | $1.63K | Buy |
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|
2023
Q2 | $1.32K | Sell |
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|
2023
Q1 | $1.43K | Hold |
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|
2022
Q4 | $1.29K | Sell |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Buy |
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