Pathstone Family Office’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $242K | Buy |
+1,189
| New | +$242K | ﹤0.01% | 1404 |
|
|
2023
Q1 | – | Sell |
-1,795
| Closed | -$296K | – | 1510 |
|
|
2022
Q4 | $296K | Sell |
1,795
-1,720
| -49% | -$284K | ﹤0.01% | 1249 |
|
|
2022
Q3 | $618K | Buy |
+3,515
| New | +$618K | 0.01% | 978 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 1326 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 1024 |
|
|
2020
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 985 |
|