JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.57M | Sell |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.84M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.91M | Sell |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.61M | Buy |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $903K | Buy |
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|
2018
Q3 | $836K | Sell |
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|
2018
Q2 | $727K | Sell |
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|
2018
Q1 | $737K | Sell |
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|
2017
Q4 | $917K | Buy |
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|
2017
Q3 | $766K | Sell |
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|
2017
Q2 | $760K | Buy |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $393K | Buy |
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|
2016
Q3 | $303K | Buy |
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|
2016
Q2 | $286K | Buy |
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|
2016
Q1 | $236K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $458K | Buy |
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|
2013
Q4 | $384K | Buy |
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|
2013
Q3 | $327K | Buy |
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|
2013
Q2 | $212K | Buy |
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