Private 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 | $457 | Hold |
2
| – | – | ﹤0.01% | 1427 |
|
|
2025
Q1 | $488 | Hold |
2
| – | – | ﹤0.01% | 1407 |
|
|
2024
Q4 | $486 | Hold |
2
| – | – | ﹤0.01% | 1451 |
|
|
2024
Q3 | $516 | Hold |
2
| – | – | ﹤0.01% | 1419 |
|
|
2024
Q2 | $440 | Sell |
2
-4
| -67% | -$880 | ﹤0.01% | 1467 |
|
|
2024
Q1 | $1.52K | Hold |
6
| – | – | ﹤0.01% | 1094 |
|
|
2023
Q4 | $1.44K | Buy |
+6
| New | +$1.44K | ﹤0.01% | 1122 |
|