Nisa Investment 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 | $614K | Buy |
2,691
+4
| +0.1% | +$912 | ﹤0.01% | 947 |
|
|
2025
Q1 | $656K | Sell |
2,687
-85
| -3% | -$20.7K | ﹤0.01% | 933 |
|
|
2024
Q4 | $673K | Buy |
2,772
+1
| +0% | +$243 | ﹤0.01% | 986 |
|
|
2024
Q3 | $715K | Sell |
2,771
-183
| -6% | -$47.2K | ﹤0.01% | 944 |
|
|
2024
Q2 | $649K | Sell |
2,954
-55
| -2% | -$12.1K | ﹤0.01% | 1000 |
|
|
2024
Q1 | $762K | Buy |
3,009
+95
| +3% | +$24.1K | 0.01% | 951 |
|
|
2023
Q4 | $697K | Sell |
2,914
-50
| -2% | -$12K | ﹤0.01% | 954 |
|
|
2023
Q3 | $602K | Buy |
2,964
+185
| +7% | +$37.6K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $524K | Buy |
2,779
+15
| +0.5% | +$2.83K | ﹤0.01% | 1062 |
|
|
2023
Q1 | $492K | Sell |
2,764
-250
| -8% | -$44.5K | ﹤0.01% | 1073 |
|
|
2022
Q4 | $486K | Hold |
3,014
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q3 | $524K | Buy |
3,014
+9
| +0.3% | +$1.57K | ﹤0.01% | 1017 |
|
|
2022
Q2 | $605K | Buy |
3,005
+225
| +8% | +$45.3K | 0.01% | 987 |
|
|
2022
Q1 | $509K | Sell |
2,780
-315
| -10% | -$57.7K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $688K | Sell |
3,095
-180
| -5% | -$40K | 0.01% | 936 |
|
|
2021
Q3 | $758 | Hold |
3,275
| – | – | ﹤0.01% | 1000 |
|
|
2021
Q2 | $839 | Sell |
3,275
-525
| -14% | -$134 | 0.01% | 999 |
|
|
2021
Q1 | $1.16K | Hold |
3,800
| – | – | 0.01% | 898 |
|
|
2020
Q4 | $1.01M | Buy |
3,800
+100
| +3% | +$26.6K | 0.01% | 925 |
|
|
2020
Q3 | $700K | Buy |
3,700
+775
| +26% | +$147K | 0.01% | 928 |
|
|
2020
Q2 | $580K | Buy |
2,925
+15
| +0.5% | +$2.97K | 0.01% | 966 |
|
|
2020
Q1 | $584K | Buy |
2,910
+50
| +2% | +$10K | 0.01% | 869 |
|
|
2019
Q4 | $555K | Hold |
2,860
| – | – | ﹤0.01% | 1060 |
|
|
2019
Q3 | $525K | Hold |
2,860
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q2 | $455K | Hold |
2,860
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q1 | $485K | Sell |
2,860
-50
| -2% | -$8.48K | ﹤0.01% | 1068 |
|
|
2018
Q4 | $533K | Hold |
2,910
| – | – | 0.01% | 974 |
|
|
2018
Q3 | $501K | Sell |
2,910
-30
| -1% | -$5.17K | ﹤0.01% | 1094 |
|
|
2018
Q2 | $430K | Sell |
2,940
-150
| -5% | -$21.9K | ﹤0.01% | 1100 |
|
|
2018
Q1 | $405K | Buy |
3,090
+300
| +11% | +$39.3K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $329K | Hold |
2,790
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q3 | $312K | Hold |
2,790
| – | – | ﹤0.01% | 1146 |
|
|
2017
Q2 | $308K | Sell |
2,790
-70
| -2% | -$7.73K | ﹤0.01% | 1137 |
|
|
2017
Q1 | $312K | Sell |
2,860
-140
| -5% | -$15.3K | ﹤0.01% | 1151 |
|
|
2016
Q4 | $351K | Buy |
3,000
+100
| +3% | +$11.7K | ﹤0.01% | 1133 |
|
|
2016
Q3 | $326K | Hold |
2,900
| – | – | ﹤0.01% | 1118 |
|
|
2016
Q2 | $341K | Hold |
2,900
| – | – | ﹤0.01% | 1103 |
|
|
2016
Q1 | $313K | Hold |
2,900
| – | – | ﹤0.01% | 1121 |
|
|
2015
Q4 | $286K | Hold |
2,900
| – | – | ﹤0.01% | 1098 |
|
|
2015
Q3 | $258K | Buy |
2,900
+300
| +12% | +$26.7K | ﹤0.01% | 1144 |
|
|
2015
Q2 | $227K | Hold |
2,600
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q1 | $230K | Buy |
2,600
+200
| +8% | +$17.7K | ﹤0.01% | 1256 |
|
|
2014
Q4 | $204K | Buy |
+2,400
| New | +$204K | ﹤0.01% | 1245 |
|