Stonegate Investment Group’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 | $228K | Hold |
1,000
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $244K | Sell |
1,000
-21
| -2% | -$5.12K | 0.01% | 299 |
|
|
2024
Q4 | $248K | Buy |
1,021
+21
| +2% | +$5.1K | 0.01% | 296 |
|
|
2024
Q3 | $258K | Sell |
1,000
-70
| -7% | -$18.1K | 0.01% | 295 |
|
|
2024
Q2 | $235K | Hold |
1,070
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $271K | Sell |
1,070
-21
| -2% | -$5.32K | 0.01% | 266 |
|
|
2023
Q4 | $261K | Hold |
1,091
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $222K | Sell |
1,091
-16
| -1% | -$3.25K | 0.01% | 268 |
|
|
2023
Q2 | $209K | Buy |
+1,107
| New | +$209K | 0.01% | 285 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$201K | – | 335 |
|
|
2022
Q2 | $201K | Buy |
+1,000
| New | +$201K | 0.01% | 270 |
|