LGT Financial Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38
| Closed | -$9.22K | – | 724 |
|
|
2024
Q4 | $9.22K | Hold |
38
| – | – | 0.02% | 449 |
|
|
2024
Q3 | $9.8K | Hold |
38
| – | – | 0.02% | 422 |
|
|
2024
Q2 | $8.35K | Hold |
38
| – | – | 0.02% | 510 |
|
|
2024
Q1 | $9.63K | Hold |
38
| – | – | 0.01% | 504 |
|
|
2023
Q4 | $9.09K | Hold |
38
| – | – | 0.01% | 503 |
|
|
2023
Q3 | $7.72K | Buy |
+38
| New | +$7.72K | 0.01% | 529 |
|