Raymond James Financial Services Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $546K | Buy |
2,119
+240
| +13% | +$61.9K | ﹤0.01% | 2553 |
|
|
2024
Q2 | $413K | Buy |
1,879
+268
| +17% | +$58.9K | ﹤0.01% | 2668 |
|
|
2024
Q1 | $408K | Sell |
1,611
-28
| -2% | -$7.09K | ﹤0.01% | 2657 |
|
|
2023
Q4 | $392K | Buy |
+1,639
| New | +$392K | ﹤0.01% | 2558 |
|
|
2022
Q1 | – | Sell |
-829
| Closed | -$203K | – | 3382 |
|
|
2021
Q4 | $203K | Sell |
829
-209
| -20% | -$51.2K | ﹤0.01% | 2962 |
|
|
2021
Q3 | $240K | Sell |
1,038
-1,739
| -63% | -$402K | ﹤0.01% | 2843 |
|
|
2021
Q2 | $712K | Buy |
2,777
+928
| +50% | +$238K | ﹤0.01% | 2156 |
|
|
2021
Q1 | $566K | Buy |
1,849
+285
| +18% | +$87.2K | ﹤0.01% | 2211 |
|
|
2020
Q4 | $415K | Buy |
+1,564
| New | +$415K | ﹤0.01% | 2256 |
|
|
2020
Q2 | – | Sell |
-1,133
| Closed | -$227K | – | 2856 |
|
|
2020
Q1 | $227K | Sell |
1,133
-6,974
| -86% | -$1.4M | ﹤0.01% | 1999 |
|
|
2019
Q4 | $1.57M | Sell |
8,107
-127
| -2% | -$24.7K | 0.01% | 1293 |
|
|
2019
Q3 | $1.51M | Sell |
8,234
-3,879
| -32% | -$712K | 0.01% | 1248 |
|
|
2019
Q2 | $1.93M | Sell |
12,113
-1,513
| -11% | -$241K | 0.01% | 1135 |
|
|
2019
Q1 | $2.31M | Buy |
13,626
+1,958
| +17% | +$332K | 0.01% | 988 |
|
|
2018
Q4 | $2.14M | Buy |
11,668
+10,386
| +810% | +$1.9M | 0.01% | 870 |
|
|
2018
Q3 | $221K | Buy |
+1,282
| New | +$221K | ﹤0.01% | 2467 |
|