NewEdge 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
Q2 | $333K | Sell |
1,462
-116
| -7% | -$26.5K | ﹤0.01% | 1954 |
|
|
2025
Q1 | $385K | Buy |
1,578
+98
| +7% | +$23.9K | ﹤0.01% | 1742 |
|
|
2024
Q4 | $359K | Buy |
1,480
+475
| +47% | +$115K | ﹤0.01% | 1768 |
|
|
2024
Q3 | $259K | Buy |
1,005
+704
| +234% | +$182K | ﹤0.01% | 1891 |
|
|
2024
Q2 | $66.1K | Buy |
301
+268
| +812% | +$58.9K | ﹤0.01% | 2256 |
|
|
2024
Q1 | $8.36K | Buy |
33
+22
| +200% | +$5.57K | ﹤0.01% | 2952 |
|
|
2023
Q4 | $2.63K | Sell |
11
-9
| -45% | -$2.15K | ﹤0.01% | 3289 |
|
|
2023
Q3 | $4.07K | Buy |
20
+9
| +82% | +$1.83K | ﹤0.01% | 2870 |
|
|
2023
Q2 | $2.08K | Buy |
+11
| New | +$2.08K | ﹤0.01% | 3087 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$5K | – | 4170 |
|
|
2022
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 2593 |
|