Sequoia Financial Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $578K | Buy |
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|
2025
Q4 | $537K | Buy |
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|
2025
Q3 | $413K | Buy |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $437K | Sell |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $510K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
|