Prestige Wealth Management Group’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
$913 Hold
4
﹤0.01% 860
2025
Q1
$976 Hold
4
﹤0.01% 855
2024
Q4
$971 Hold
4
﹤0.01% 885
2024
Q3
$1.03K Hold
4
﹤0.01% 877
2024
Q2
$879 Hold
4
﹤0.01% 843
2024
Q1
$1.01K Hold
4
﹤0.01% 864
2023
Q4
$957 Hold
4
﹤0.01% 866
2023
Q3
$813 Hold
4
﹤0.01% 900
2023
Q2
$755 Hold
4
﹤0.01% 937
2023
Q1
$713 Hold
4
﹤0.01% 931
2022
Q4
$645 Hold
4
﹤0.01% 1025
2022
Q3
$1K Hold
4
﹤0.01% 940
2022
Q2
$1K Hold
4
﹤0.01% 942
2022
Q1
$1K Hold
4
﹤0.01% 946
2021
Q4
$1K Hold
4
﹤0.01% 966
2021
Q3
$1K Hold
4
﹤0.01% 952
2021
Q2
$1K Hold
4
﹤0.01% 943
2021
Q1
$1K Hold
4
﹤0.01% 926
2020
Q4
$1K Hold
4
﹤0.01% 902
2020
Q3
$1K Hold
4
﹤0.01% 852
2020
Q2
$1K Sell
4
-2
-33% -$500 ﹤0.01% 859
2020
Q1
$1K Buy
+6
New +$1K ﹤0.01% 865
2019
Q1
Sell
-11
Closed -$2K 1138
2018
Q4
$2K Buy
+11
New +$2K ﹤0.01% 890