Silvia McColl Wealth Management’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 | $928K | Sell |
4,069
-7
| -0.2% | -$1.6K | 0.67% | 38 |
|
|
2025
Q1 | $995K | Buy |
4,076
+10
| +0.2% | +$2.44K | 0.75% | 33 |
|
|
2024
Q4 | $987K | Sell |
4,066
-503
| -11% | -$122K | 0.74% | 34 |
|
|
2024
Q3 | $1.18M | Hold |
4,569
| – | – | 0.88% | 28 |
|
|
2024
Q2 | $1M | Hold |
4,569
| – | – | 0.83% | 29 |
|
|
2024
Q1 | $1.07M | Sell |
4,569
-3
| -0.1% | -$700 | 0.91% | 26 |
|
|
2023
Q4 | $1.09M | Sell |
4,572
-42
| -0.9% | -$10K | 0.98% | 23 |
|
|
2023
Q3 | $938K | Hold |
4,614
| – | – | 0.94% | 26 |
|
|
2023
Q2 | $870K | Hold |
4,614
| – | – | 0.81% | 31 |
|
|
2023
Q1 | $822K | Hold |
4,614
| – | – | 0.81% | 32 |
|
|
2022
Q4 | $744K | Buy |
+4,614
| New | +$744K | 0.73% | 34 |
|