Jones Financial Companies’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 | $135K | Buy |
590
+184
| +45% | +$42.1K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $98.3K | Sell |
406
-242
| -37% | -$58.6K | ﹤0.01% | 1783 |
|
|
2024
Q4 | $157K | Buy |
648
+447
| +222% | +$109K | ﹤0.01% | 1453 |
|
|
2024
Q3 | $51.8K | Buy |
201
+130
| +183% | +$33.5K | ﹤0.01% | 1623 |
|
|
2024
Q2 | $15.6K | Buy |
71
+10
| +16% | +$2.2K | ﹤0.01% | 1619 |
|
|
2024
Q1 | $15.5K | Buy |
61
+47
| +336% | +$11.9K | ﹤0.01% | 958 |
|
|
2023
Q4 | $3.35K | Buy |
+14
| New | +$3.35K | ﹤0.01% | 820 |
|
|
2023
Q2 | – | Sell |
-23
| Closed | -$4.1K | – | 600 |
|
|
2023
Q1 | $4.1K | Sell |
23
-3
| -12% | -$534 | ﹤0.01% | 528 |
|
|
2022
Q4 | $4K | Buy |
26
+3
| +13% | +$462 | ﹤0.01% | 570 |
|
|
2022
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $4K | Sell |
23
-12
| -34% | -$2.09K | ﹤0.01% | 614 |
|
|
2021
Q4 | $9K | Hold |
35
| – | – | ﹤0.01% | 569 |
|
|
2021
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $9K | Buy |
35
+12
| +52% | +$3.09K | ﹤0.01% | 495 |
|
|
2021
Q1 | $7K | Buy |
23
+12
| +109% | +$3.65K | ﹤0.01% | 585 |
|
|
2020
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 576 |
|