Simplicity Solutions’s WD-40 WDFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$889K Sell
3,718
-63
-2% -$15.1K 0.02% 472
2023
Q3
$768K Buy
3,781
+341
+10% +$69.3K 0.02% 482
2023
Q2
$649K Buy
3,440
+806
+31% +$152K 0.02% 587
2023
Q1
$469K Buy
2,634
+151
+6% +$26.9K 0.01% 716
2022
Q4
$400K Buy
2,483
+391
+19% +$63K 0.05% 395
2022
Q3
$368K Buy
2,092
+920
+78% +$162K 0.05% 395
2022
Q2
$236K Buy
1,172
+48
+4% +$9.67K 0.03% 520
2022
Q1
$206K Sell
1,124
-1,104
-50% -$202K 0.03% 594
2021
Q4
$546K Buy
2,228
+1,269
+132% +$311K 0.06% 360
2021
Q3
$222K Buy
959
+81
+9% +$18.8K 0.03% 531
2021
Q2
$225K Buy
878
+116
+15% +$29.7K 0.04% 472
2021
Q1
$233K Buy
+762
New +$233K 0.05% 429