LWANC
Laurel Wealth Advisors (North Carolina)’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
157,383
+156,693
| +22,709% | +$687K | 0.01% | 297 |
|
|
2025
Q1 | $168K | Hold |
690
| – | – | 0.03% | 187 |
|
|
2024
Q4 | $167K | Hold |
690
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $178K | Hold |
690
| – | – | 0.03% | 185 |
|
|
2024
Q2 | $152K | Hold |
690
| – | – | 0.03% | 192 |
|
|
2024
Q1 | $175K | Hold |
690
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $165K | Hold |
690
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $140K | Hold |
690
| – | – | 0.03% | 187 |
|
|
2023
Q2 | $130K | Hold |
690
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $123K | Hold |
690
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $111K | Hold |
690
| – | – | 0.03% | 192 |
|
|
2022
Q3 | $121K | Hold |
690
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $139K | Hold |
690
| – | – | 0.03% | 182 |
|
|
2022
Q1 | $126K | Hold |
690
| – | – | 0.03% | 200 |
|
|
2021
Q4 | $169K | Hold |
690
| – | – | 0.03% | 177 |
|
|
2021
Q3 | $160K | Hold |
690
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $177K | Hold |
690
| – | – | 0.04% | 176 |
|
|
2021
Q1 | $211K | Hold |
690
| – | – | 0.05% | 157 |
|
|
2020
Q4 | $183K | Hold |
690
| – | – | 0.05% | 157 |
|
|
2020
Q3 | $131K | Hold |
690
| – | – | 0.04% | 165 |
|
|
2020
Q2 | $137K | Sell |
690
-345
| -33% | -$68.5K | 0.05% | 152 |
|
|
2020
Q1 | $208K | Buy |
1,035
+345
| +50% | +$69.3K | 0.08% | 129 |
|
|
2019
Q4 | $134K | Hold |
690
| – | – | 0.04% | 162 |
|
|
2019
Q3 | $127K | Buy |
690
+344
| +99% | +$63.3K | 0.04% | 165 |
|
|
2019
Q2 | $55K | Sell |
346
-344
| -50% | -$54.7K | 0.02% | 226 |
|
|
2019
Q1 | $117K | Hold |
690
| – | – | 0.04% | 164 |
|
|
2018
Q4 | $126K | Buy |
+690
| New | +$126K | 0.05% | 148 |
|