Stratos Wealth Partners’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 | $237K | Sell |
1,040
-8
| -0.8% | -$1.83K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $256K | Buy |
1,048
+48
| +5% | +$11.7K | ﹤0.01% | 1161 |
|
|
2024
Q4 | $243K | Hold |
1,000
| – | – | ﹤0.01% | 1259 |
|
|
2024
Q3 | $258K | Buy |
+1,000
| New | +$258K | ﹤0.01% | 1227 |
|
|
2024
Q2 | – | Sell |
-896
| Closed | -$227K | – | 1453 |
|
|
2024
Q1 | $227K | Hold |
896
| – | – | ﹤0.01% | 1231 |
|
|
2023
Q4 | $214K | Buy |
+896
| New | +$214K | ﹤0.01% | 1241 |
|
|
2018
Q4 | – | Sell |
-601
| Closed | -$103K | – | 2495 |
|
|
2018
Q3 | $103K | Buy |
+601
| New | +$103K | ﹤0.01% | 1118 |
|
|
2018
Q2 | – | Sell |
-601
| Closed | -$79K | – | 2579 |
|
|
2018
Q1 | $79K | Sell |
601
-136
| -18% | -$17.9K | ﹤0.01% | 1329 |
|
|
2017
Q4 | $87K | Buy |
+737
| New | +$87K | ﹤0.01% | 1252 |
|
|
2015
Q1 | – | Sell |
-2,663
| Closed | -$227K | – | 635 |
|
|
2014
Q4 | $227K | Buy |
+2,663
| New | +$227K | 0.04% | 411 |
|
|
2014
Q3 | – | Sell |
-2,736
| Closed | -$206K | – | 355 |
|
|
2014
Q2 | $206K | Buy |
+2,736
| New | +$206K | 0.07% | 286 |
|