OWA
One Wealth Advisors’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
10,596
-900
| -8% | -$205K | 0.34% | 56 |
|
|
2025
Q1 | $2.81M | Sell |
11,496
-900
| -7% | -$220K | 0.42% | 48 |
|
|
2024
Q4 | $3.01M | Sell |
12,396
-900
| -7% | -$218K | 0.45% | 43 |
|
|
2024
Q3 | $3.43M | Sell |
13,296
-300
| -2% | -$77.4K | 0.53% | 39 |
|
|
2024
Q2 | $3.41M | Sell |
13,596
-1,500
| -10% | -$376K | 0.73% | 25 |
|
|
2024
Q1 | $3.82M | Sell |
15,096
-900
| -6% | -$228K | 0.67% | 34 |
|
|
2023
Q4 | $3.82M | Sell |
15,996
-900
| -5% | -$215K | 0.74% | 34 |
|
|
2023
Q3 | $3.43M | Buy |
+16,896
| New | +$3.43M | 0.76% | 33 |
|