MinichMacGregor Wealth Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$11.3K | – | 654 |
|
|
2022
Q4 | $11.3K | Buy |
+70
| New | +$11.3K | ﹤0.01% | 391 |
|
|
2018
Q4 | – | Sell |
-66
| Closed | -$11K | – | 527 |
|
|
2018
Q3 | $11K | Buy |
66
+1
| +2% | +$167 | 0.01% | 308 |
|
|
2018
Q2 | $9K | Hold |
65
| – | – | 0.01% | 325 |
|
|
2018
Q1 | $8K | Hold |
65
| – | – | 0.01% | 336 |
|
|
2017
Q4 | $7K | Buy |
65
+1
| +2% | +$108 | 0.01% | 343 |
|
|
2017
Q3 | $7K | Hold |
64
| – | – | 0.01% | 326 |
|
|
2017
Q2 | $7K | Hold |
64
| – | – | 0.01% | 324 |
|
|
2017
Q1 | $7K | Hold |
64
| – | – | 0.01% | 324 |
|
|
2016
Q4 | $7K | Buy |
64
+1
| +2% | +$109 | 0.01% | 319 |
|
|
2016
Q3 | $7K | Hold |
63
| – | – | 0.01% | 317 |
|
|
2016
Q2 | $7K | Hold |
63
| – | – | 0.01% | 307 |
|
|
2016
Q1 | $6K | Buy |
63
+1
| +2% | +$95 | 0.01% | 302 |
|
|
2015
Q4 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 290 |
|