Jones Financial Companies
WDFC icon

Jones Financial Companies’s WD-40 WDFC Stock Holding History

Jones Financial Companies’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Buy
56,996
+56,334
+8,510% +$12.6M 0.01% 775
2025
Q4 		$130K Sell
662
-208
-24% -$41K ﹤0.01% 2116
2025
Q3 		$173K Buy
870
+280
+47% +$60.7K ﹤0.01% 1850
2025
Q2 		$135K Buy
590
+184
+45% +$43.3K ﹤0.01% 1810
2025
Q1 		$98.3K Sell
406
-242
-37% -$57.2K ﹤0.01% 1783
2024
Q4 		$157K Buy
648
+447
+222% +$119K ﹤0.01% 1453
2024
Q3 		$51.8K Buy
201
+130
+183% +$32.6K ﹤0.01% 1623
2024
Q2 		$15.6K Buy
71
+10
+16% +$2.31K ﹤0.01% 1619
2024
Q1 		$15.5K Buy
61
+47
+336% +$12.2K ﹤0.01% 958
2023
Q4 		$3.35K Buy
+14
New +$3.13K ﹤0.01% 820
2023
Q2 		– Sell
-23
Closed -$4.09K – 600
2023
Q1 		$4.09K Sell
23
-3
-12% -$518 ﹤0.01% 528
2022
Q4 		$4K Buy
26
+3
+13% +$500 ﹤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% -$2.56K ﹤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% +$3.07K ﹤0.01% 495
2021
Q1 		$7K Buy
23
+12
+109% +$3.64K ﹤0.01% 585
2020
Q4 		$3K Buy
+11
New +$2.66K ﹤0.01% 577

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Morgan Stanley
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