Kestra Private Wealth Services’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
$344K Buy
+1,509
New +$344K ﹤0.01% 1205
2022
Q3
Sell
-1,050
Closed -$211K 969
2022
Q2
$211K Sell
1,050
-221
-17% -$44.4K 0.01% 781
2022
Q1
$233K Buy
+1,271
New +$233K 0.01% 837