KWMG
King Wealth Management Group’s WD-40 WDFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-831
| Closed | -$203K | – | 164 |
|
2025
Q1 | $203K | Sell |
831
-29
| -3% | -$7.08K | 0.03% | 152 |
|
2024
Q4 | $209K | Sell |
860
-117
| -12% | -$28.4K | 0.03% | 146 |
|
2024
Q3 | $252K | Hold |
977
| – | – | 0.04% | 125 |
|
2024
Q2 | $215K | Sell |
977
-25
| -2% | -$5.5K | 0.04% | 131 |
|
2024
Q1 | $254K | Sell |
1,002
-109
| -10% | -$27.6K | 0.04% | 125 |
|
2023
Q4 | $266K | Sell |
1,111
-33
| -3% | -$7.9K | 0.05% | 115 |
|
2023
Q3 | $232K | Buy |
1,144
+1
| +0.1% | +$203 | 0.05% | 130 |
|
2023
Q2 | $216K | Sell |
1,143
-25
| -2% | -$4.72K | 0.04% | 135 |
|
2023
Q1 | $208K | Buy |
+1,168
| New | +$208K | 0.05% | 134 |
|
2022
Q4 | – | Sell |
-1,317
| Closed | -$231K | – | 158 |
|
2022
Q3 | $231K | Hold |
1,317
| – | – | 0.06% | 127 |
|
2022
Q2 | $265K | Buy |
1,317
+1
| +0.1% | +$201 | 0.06% | 127 |
|
2022
Q1 | $241K | Hold |
1,316
| – | – | 0.05% | 152 |
|
2021
Q4 | $322K | Hold |
1,316
| – | – | 0.06% | 137 |
|
2021
Q3 | $305K | Hold |
1,316
| – | – | 0.06% | 138 |
|
2021
Q2 | $337K | Hold |
1,316
| – | – | 0.07% | 127 |
|
2021
Q1 | $403K | Sell |
1,316
-165
| -11% | -$50.5K | 0.09% | 111 |
|
2020
Q4 | $393K | Sell |
1,481
-136
| -8% | -$36.1K | 0.09% | 109 |
|
2020
Q3 | $306K | Buy |
1,617
+1
| +0.1% | +$189 | 0.08% | 118 |
|
2020
Q2 | $321K | Hold |
1,616
| – | – | 0.09% | 109 |
|
2020
Q1 | $325K | Sell |
1,616
-155
| -9% | -$31.2K | 0.14% | 91 |
|
2019
Q4 | $344K | Buy |
1,771
+533
| +43% | +$104K | 0.09% | 101 |
|
2019
Q3 | $227K | Buy |
+1,238
| New | +$227K | 0.07% | 125 |
|