Prospera Financial Services’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 | $201K | Hold |
879
| – | – | ﹤0.01% | 1254 |
|
|
2025
Q1 | $215K | Hold |
879
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q4 | $214K | Hold |
879
| – | – | 0.01% | 1064 |
|
|
2024
Q3 | $227K | Buy |
+879
| New | +$227K | 0.01% | 1031 |
|
|
2024
Q2 | – | Sell |
-879
| Closed | -$223K | – | 1190 |
|
|
2024
Q1 | $223K | Hold |
879
| – | – | 0.01% | 1002 |
|
|
2023
Q4 | $210K | Buy |
+879
| New | +$210K | 0.01% | 987 |
|
|
2022
Q2 | – | Sell |
-956
| Closed | -$175K | – | 2616 |
|
|
2022
Q1 | $175K | Sell |
956
-345
| -27% | -$63.2K | 0.01% | 923 |
|
|
2021
Q4 | $319K | Sell |
1,301
-218
| -14% | -$53.5K | 0.01% | 690 |
|
|
2021
Q3 | $352K | Buy |
+1,519
| New | +$352K | 0.02% | 623 |
|
|
2021
Q2 | – | Sell |
-748
| Closed | -$230K | – | 828 |
|
|
2021
Q1 | $230K | Buy |
+748
| New | +$230K | 0.01% | 690 |
|