Northwestern Mutual 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 | $60K | Sell |
263
-1
| -0.4% | -$228 | ﹤0.01% | 2178 |
|
2025
Q1 | $64.4K | Sell |
264
-281
| -52% | -$68.6K | ﹤0.01% | 2091 |
|
2024
Q4 | $132K | Buy |
545
+319
| +141% | +$77.4K | ﹤0.01% | 1817 |
|
2024
Q3 | $58.3K | Sell |
226
-15
| -6% | -$3.87K | ﹤0.01% | 2098 |
|
2024
Q2 | $52.9K | Sell |
241
-14
| -5% | -$3.08K | ﹤0.01% | 2073 |
|
2024
Q1 | $64.6K | Buy |
255
+25
| +11% | +$6.33K | ﹤0.01% | 1977 |
|
2023
Q4 | $55K | Buy |
+230
| New | +$55K | ﹤0.01% | 2012 |
|
2023
Q3 | – | Sell |
-5
| Closed | -$943 | – | 3552 |
|
2023
Q2 | $943 | Buy |
+5
| New | +$943 | ﹤0.01% | 3098 |
|
2023
Q1 | – | Sell |
-57
| Closed | -$9.19K | – | 3608 |
|
2022
Q4 | $9.19K | Buy |
+57
| New | +$9.19K | ﹤0.01% | 2536 |
|
2022
Q2 | – | Sell |
-7
| Closed | -$1K | – | 3504 |
|
2022
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 3043 |
|
2021
Q4 | – | Sell |
-50
| Closed | -$12K | – | 3361 |
|
2021
Q3 | $12K | Buy |
50
+29
| +138% | +$6.96K | ﹤0.01% | 2411 |
|
2021
Q2 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 2662 |
|
2020
Q4 | – | Sell |
-35
| Closed | -$7K | – | 2901 |
|
2020
Q3 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 2096 |
|
2019
Q1 | – | Sell |
-316
| Closed | -$58K | – | 2716 |
|
2018
Q4 | $58K | Hold |
316
| – | – | ﹤0.01% | 1187 |
|
2018
Q3 | $54K | Buy |
316
+57
| +22% | +$9.74K | ﹤0.01% | 1284 |
|
2018
Q2 | $38K | Buy |
259
+1
| +0.4% | +$147 | ﹤0.01% | 1361 |
|
2018
Q1 | $34K | Buy |
258
+100
| +63% | +$13.2K | ﹤0.01% | 1349 |
|
2017
Q4 | $19K | Buy |
158
+44
| +39% | +$5.29K | ﹤0.01% | 1522 |
|
2017
Q3 | $13K | Hold |
114
| – | – | ﹤0.01% | 1588 |
|
2017
Q2 | $13K | Buy |
114
+1
| +0.9% | +$114 | ﹤0.01% | 1527 |
|
2017
Q1 | $12K | Buy |
+113
| New | +$12K | ﹤0.01% | 1497 |
|