NWAM LLC’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 | $214K | Buy |
1,003
+1
| +0.1% | +$213 | 0.02% | 501 |
|
|
2025
Q1 | $244K | Hold |
1,002
| – | – | 0.02% | 449 |
|
|
2024
Q4 | $243K | Hold |
1,002
| – | – | 0.02% | 528 |
|
|
2024
Q3 | $258K | Buy |
+1,002
| New | +$258K | 0.02% | 533 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$235K | – | 546 |
|
|
2024
Q1 | $235K | Hold |
1,000
| – | – | 0.02% | 496 |
|
|
2023
Q4 | $239K | Hold |
1,000
| – | – | 0.02% | 491 |
|
|
2023
Q3 | $203K | Buy |
+1,000
| New | +$203K | 0.02% | 477 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$245K | – | 572 |
|
|
2021
Q4 | $245K | Hold |
1,000
| – | – | 0.02% | 448 |
|
|
2021
Q3 | $231K | Sell |
1,000
-300
| -23% | -$69.3K | 0.02% | 450 |
|
|
2021
Q2 | $333K | Hold |
1,300
| – | – | 0.03% | 364 |
|
|
2021
Q1 | $398K | Hold |
1,300
| – | – | 0.04% | 333 |
|
|
2020
Q4 | $345K | Buy |
+1,300
| New | +$345K | 0.04% | 323 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$278K | – | 425 |
|
|
2020
Q2 | $278K | Buy |
1,400
+100
| +8% | +$19.9K | 0.04% | 329 |
|
|
2020
Q1 | $261 | Hold |
1,300
| – | – | 0.01% | 323 |
|
|
2019
Q4 | $252K | Hold |
1,300
| – | – | 0.04% | 336 |
|
|
2019
Q3 | $239K | Hold |
1,300
| – | – | 0.04% | 323 |
|
|
2019
Q2 | $207K | Hold |
1,300
| – | – | 0.04% | 344 |
|
|
2019
Q1 | $220K | Hold |
1,300
| – | – | 0.05% | 307 |
|
|
2018
Q4 | $238K | Hold |
1,300
| – | – | 0.06% | 274 |
|
|
2018
Q3 | $224K | Buy |
+1,300
| New | +$224K | 0.05% | 300 |
|