Steward Partners Investment Advisory’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
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|
2025
Q1 | $138K | Hold |
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|
2024
Q4 | $137K | Buy |
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|
2024
Q3 | $85.9K | Buy |
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|
2024
Q2 | $54.3K | Sell |
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|
2024
Q1 | $69.7K | Buy |
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|
2023
Q4 | $59.5K | Buy |
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|
2023
Q3 | $50.2K | Hold |
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|
2023
Q2 | $46.6K | Sell |
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|
2023
Q1 | $73.4K | Buy |
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|
2022
Q4 | $42.2K | Sell |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $67K | Hold |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $70K | Sell |
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|
2021
Q1 | $138K | Buy |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $74K | Buy |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $72K | Buy |
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|
2019
Q3 | $50K | Hold |
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|
2019
Q2 | $43K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $50K | Buy |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $4K | Buy |
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|
2017
Q1 | $1K | Buy |
|