LPL Financial’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 | $2.48M | Buy |
10,855
+465
| +4% | +$106K | ﹤0.01% | 2908 |
|
|
2025
Q1 | $2.54M | Buy |
10,390
+987
| +10% | +$241K | ﹤0.01% | 2725 |
|
|
2024
Q4 | $2.28M | Buy |
9,403
+1,966
| +26% | +$477K | ﹤0.01% | 2729 |
|
|
2024
Q3 | $1.92M | Buy |
7,437
+394
| +6% | +$102K | ﹤0.01% | 2744 |
|
|
2024
Q2 | $1.55M | Buy |
7,043
+1,131
| +19% | +$248K | ﹤0.01% | 2815 |
|
|
2024
Q1 | $1.5M | Buy |
5,912
+1,500
| +34% | +$380K | ﹤0.01% | 2785 |
|
|
2023
Q4 | $1.05M | Sell |
4,412
-6
| -0.1% | -$1.43K | ﹤0.01% | 2973 |
|
|
2023
Q3 | $898K | Buy |
4,418
+368
| +9% | +$74.8K | ﹤0.01% | 2966 |
|
|
2023
Q2 | $764K | Buy |
4,050
+773
| +24% | +$146K | ﹤0.01% | 3061 |
|
|
2023
Q1 | $584K | Buy |
3,277
+220
| +7% | +$39.2K | ﹤0.01% | 3185 |
|
|
2022
Q4 | $493K | Sell |
3,057
-88
| -3% | -$14.2K | ﹤0.01% | 3242 |
|
|
2022
Q3 | $553K | Sell |
3,145
-38
| -1% | -$6.68K | ﹤0.01% | 3049 |
|
|
2022
Q2 | $641K | Sell |
3,183
-411
| -11% | -$82.8K | ﹤0.01% | 2970 |
|
|
2022
Q1 | $658K | Sell |
3,594
-4
| -0.1% | -$732 | ﹤0.01% | 2969 |
|
|
2021
Q4 | $880K | Sell |
3,598
-901
| -20% | -$220K | ﹤0.01% | 2760 |
|
|
2021
Q3 | $1.04M | Sell |
4,499
-58
| -1% | -$13.4K | ﹤0.01% | 2569 |
|
|
2021
Q2 | $1.17M | Buy |
4,557
+953
| +26% | +$244K | ﹤0.01% | 2434 |
|
|
2021
Q1 | $1.1M | Sell |
3,604
-1,411
| -28% | -$432K | ﹤0.01% | 2304 |
|
|
2020
Q4 | $1.33M | Sell |
5,015
-10
| -0.2% | -$2.66K | ﹤0.01% | 1956 |
|
|
2020
Q3 | $951K | Buy |
5,025
+743
| +17% | +$141K | ﹤0.01% | 1978 |
|
|
2020
Q2 | $849K | Buy |
4,282
+1,712
| +67% | +$339K | ﹤0.01% | 1946 |
|
|
2020
Q1 | $516K | Sell |
2,570
-207
| -7% | -$41.6K | ﹤0.01% | 2075 |
|
|
2019
Q4 | $539K | Buy |
2,777
+251
| +10% | +$48.7K | ﹤0.01% | 2309 |
|
|
2019
Q3 | $464K | Sell |
2,526
-79
| -3% | -$14.5K | ﹤0.01% | 2316 |
|
|
2019
Q2 | $414K | Sell |
2,605
-583
| -18% | -$92.7K | ﹤0.01% | 2417 |
|
|
2019
Q1 | $540K | Buy |
3,188
+859
| +37% | +$146K | ﹤0.01% | 2166 |
|
|
2018
Q4 | $427K | Buy |
2,329
+167
| +8% | +$30.6K | ﹤0.01% | 2162 |
|
|
2018
Q3 | $372K | Buy |
2,162
+122
| +6% | +$21K | ﹤0.01% | 2467 |
|
|
2018
Q2 | $298K | Sell |
2,040
-26
| -1% | -$3.8K | ﹤0.01% | 2635 |
|
|
2018
Q1 | $272K | Buy |
2,066
+12
| +0.6% | +$1.58K | ﹤0.01% | 2690 |
|
|
2017
Q4 | $242K | Buy |
+2,054
| New | +$242K | ﹤0.01% | 2643 |
|
|
2017
Q3 | – | Sell |
-2,931
| Closed | -$323K | – | 2929 |
|
|
2017
Q2 | $323K | Buy |
+2,931
| New | +$323K | ﹤0.01% | 2230 |
|
|
2016
Q2 | – | Sell |
-4,504
| Closed | -$485K | – | 2997 |
|
|
2016
Q1 | $485K | Sell |
4,504
-5,043
| -53% | -$543K | ﹤0.01% | 2177 |
|
|
2015
Q4 | $934K | Buy |
9,547
+3,975
| +71% | +$389K | ﹤0.01% | 1737 |
|
|
2015
Q3 | $512K | Sell |
5,572
-1,268
| -19% | -$117K | ﹤0.01% | 1770 |
|
|
2015
Q2 | $596K | Buy |
6,840
+3,445
| +101% | +$300K | ﹤0.01% | 1760 |
|
|
2015
Q1 | $298K | Sell |
3,395
-21
| -0.6% | -$1.84K | ﹤0.01% | 2257 |
|
|
2014
Q4 | $291K | Buy |
+3,416
| New | +$291K | ﹤0.01% | 2189 |
|
|
2014
Q2 | – | Sell |
-2,598
| Closed | -$202K | – | 2754 |
|
|
2014
Q1 | $202K | Sell |
2,598
-1,334
| -34% | -$104K | ﹤0.01% | 2437 |
|
|
2013
Q4 | $294K | Buy |
+3,932
| New | +$294K | ﹤0.01% | 2138 |
|