Sequoia Financial Advisors’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 | $339K | Sell |
1,486
-10
| -0.7% | -$2.28K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $365K | Sell |
1,496
-280
| -16% | -$68.3K | ﹤0.01% | 977 |
|
|
2024
Q4 | $431K | Sell |
1,776
-5
| -0.3% | -$1.21K | ﹤0.01% | 860 |
|
|
2024
Q3 | $459K | Sell |
1,781
-210
| -11% | -$54.2K | ﹤0.01% | 781 |
|
|
2024
Q2 | $437K | Sell |
1,991
-7
| -0.4% | -$1.54K | 0.01% | 745 |
|
|
2024
Q1 | $506K | Sell |
1,998
-136
| -6% | -$34.5K | 0.01% | 679 |
|
|
2023
Q4 | $510K | Buy |
+2,134
| New | +$510K | 0.01% | 724 |
|
|
2021
Q2 | – | Sell |
-675
| Closed | -$207K | – | 487 |
|
|
2021
Q1 | $207K | Buy |
+675
| New | +$207K | 0.01% | 413 |
|