Orion Portfolio Solutions’s WD-40 WDFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,196
Closed -$303K 1812
2024
Q1
$303K Sell
1,196
-23
-2% -$5.83K ﹤0.01% 1460
2023
Q4
$290K Buy
1,219
+1
+0.1% +$238 ﹤0.01% 1416
2023
Q3
$248K Sell
1,218
-23
-2% -$4.68K ﹤0.01% 1472
2023
Q2
$234K Sell
1,241
-12
-1% -$2.26K ﹤0.01% 1507
2023
Q1
$223K Buy
+1,253
New +$223K ﹤0.01% 1469
2020
Q3
Sell
-72
Closed -$14K 2039
2020
Q2
$14K Buy
+72
New +$14K ﹤0.01% 1085