Meridian Wealth Management’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 | $354K | Sell |
1,550
-60
| -4% | -$13.7K | 0.02% | 526 |
|
|
2025
Q1 | $393K | Buy |
1,610
+60
| +4% | +$14.6K | 0.02% | 467 |
|
|
2024
Q4 | $376K | Hold |
1,550
| – | – | 0.02% | 477 |
|
|
2024
Q3 | $400K | Buy |
+1,550
| New | +$400K | 0.02% | 462 |
|
|
2024
Q1 | – | Sell |
-1,550
| Closed | -$371K | – | 574 |
|
|
2023
Q4 | $371K | Hold |
1,550
| – | – | 0.02% | 443 |
|
|
2023
Q3 | $315K | Hold |
1,550
| – | – | 0.02% | 446 |
|
|
2023
Q2 | $292K | Hold |
1,550
| – | – | 0.02% | 444 |
|
|
2023
Q1 | $276K | Hold |
1,550
| – | – | 0.02% | 445 |
|
|
2022
Q4 | $250K | Sell |
1,550
-50
| -3% | -$8.06K | 0.02% | 453 |
|
|
2022
Q3 | $281K | Hold |
1,600
| – | – | 0.03% | 379 |
|
|
2022
Q2 | $322K | Hold |
1,600
| – | – | 0.03% | 428 |
|
|
2022
Q1 | $293K | Sell |
1,600
-100
| -6% | -$18.3K | 0.03% | 318 |
|
|
2021
Q4 | $416K | Hold |
1,700
| – | – | 0.04% | 266 |
|
|
2021
Q3 | $394K | Sell |
1,700
-60
| -3% | -$13.9K | 0.05% | 259 |
|
|
2021
Q2 | $451K | Sell |
1,760
-180
| -9% | -$46.1K | 0.06% | 242 |
|
|
2021
Q1 | $594K | Hold |
1,940
| – | – | 0.09% | 190 |
|
|
2020
Q4 | $515K | Buy |
1,940
+30
| +2% | +$7.96K | 0.08% | 185 |
|
|
2020
Q3 | $361K | Buy |
1,910
+100
| +6% | +$18.9K | 0.09% | 167 |
|
|
2020
Q2 | $358K | Sell |
1,810
-150
| -8% | -$29.7K | 0.12% | 145 |
|
|
2020
Q1 | $393K | Buy |
+1,960
| New | +$393K | 0.17% | 130 |
|
|
2019
Q3 | – | Sell |
-460
| Closed | -$732 | – | 502 |
|
|
2019
Q2 | $732 | Sell |
460
-750
| -62% | -$1.19K | 0.03% | 313 |
|
|
2019
Q1 | $205K | Sell |
1,210
-250
| -17% | -$42.4K | 0.09% | 186 |
|
|
2018
Q4 | $268K | Hold |
1,460
| – | – | 0.16% | 127 |
|
|
2018
Q3 | $251K | Buy |
+1,460
| New | +$251K | 0.11% | 144 |
|