Steward Partners Investment Advisory’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 | $138K | Buy |
603
+37
| +7% | +$8.45K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $138K | Hold |
566
| – | – | ﹤0.01% | 1831 |
|
|
2024
Q4 | $137K | Buy |
566
+233
| +70% | +$56.6K | ﹤0.01% | 1811 |
|
|
2024
Q3 | $85.9K | Buy |
333
+86
| +35% | +$22.2K | ﹤0.01% | 1958 |
|
|
2024
Q2 | $54.3K | Sell |
247
-28
| -10% | -$6.15K | ﹤0.01% | 2064 |
|
|
2024
Q1 | $69.7K | Buy |
275
+26
| +10% | +$6.59K | ﹤0.01% | 1947 |
|
|
2023
Q4 | $59.5K | Buy |
249
+2
| +0.8% | +$478 | ﹤0.01% | 1905 |
|
|
2023
Q3 | $50.2K | Hold |
247
| – | – | ﹤0.01% | 1909 |
|
|
2023
Q2 | $46.6K | Sell |
247
-165
| -40% | -$31.1K | ﹤0.01% | 1915 |
|
|
2023
Q1 | $73.4K | Buy |
412
+150
| +57% | +$26.7K | ﹤0.01% | 1708 |
|
|
2022
Q4 | $42.2K | Sell |
262
-15
| -5% | -$2.42K | ﹤0.01% | 1907 |
|
|
2022
Q3 | $49K | Hold |
277
| – | – | ﹤0.01% | 1807 |
|
|
2022
Q2 | $56K | Sell |
277
-58
| -17% | -$11.7K | ﹤0.01% | 1753 |
|
|
2022
Q1 | $61K | Buy |
335
+61
| +22% | +$11.1K | ﹤0.01% | 1824 |
|
|
2021
Q4 | $67K | Hold |
274
| – | – | ﹤0.01% | 1768 |
|
|
2021
Q3 | $63K | Hold |
274
| – | – | ﹤0.01% | 1773 |
|
|
2021
Q2 | $70K | Sell |
274
-178
| -39% | -$45.5K | ﹤0.01% | 2734 |
|
|
2021
Q1 | $138K | Buy |
452
+40
| +10% | +$12.2K | ﹤0.01% | 1458 |
|
|
2020
Q4 | $109K | Buy |
412
+23
| +6% | +$6.09K | ﹤0.01% | 1328 |
|
|
2020
Q3 | $74K | Buy |
389
+15
| +4% | +$2.85K | ﹤0.01% | 1337 |
|
|
2020
Q2 | $74K | Hold |
374
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q1 | $75K | Hold |
374
| – | – | ﹤0.01% | 1108 |
|
|
2019
Q4 | $72K | Buy |
374
+100
| +36% | +$19.3K | ﹤0.01% | 1255 |
|
|
2019
Q3 | $50K | Hold |
274
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q2 | $43K | Buy |
+274
| New | +$43K | ﹤0.01% | 1393 |
|
|
2018
Q4 | – | Sell |
-289
| Closed | -$50K | – | 2153 |
|
|
2018
Q3 | $50K | Buy |
289
+262
| +970% | +$45.3K | ﹤0.01% | 1197 |
|
|
2018
Q2 | $4K | Hold |
27
| – | – | ﹤0.01% | 2083 |
|
|
2018
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 1953 |
|
|
2017
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 1659 |
|
|
2017
Q3 | $3K | Sell |
27
-11
| -29% | -$1.22K | ﹤0.01% | 1440 |
|
|
2017
Q2 | $4K | Buy |
38
+26
| +217% | +$2.74K | ﹤0.01% | 1300 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1449 |
|