TCPG
Trivant Custom Portfolio Group’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-115
| Closed | -$28.1K | – | 212 |
|
|
2025
Q1 | $28.1K | Hold |
115
| – | – | 0.02% | 113 |
|
|
2024
Q4 | $27.9K | Hold |
115
| – | – | 0.02% | 102 |
|
|
2024
Q3 | $29.7K | Hold |
115
| – | – | 0.02% | 100 |
|
|
2024
Q2 | $25.3K | Hold |
115
| – | – | 0.02% | 118 |
|
|
2024
Q1 | $29.1K | Hold |
115
| – | – | 0.02% | 118 |
|
|
2023
Q4 | $27.5K | Sell |
115
-253
| -69% | -$60.5K | 0.02% | 132 |
|
|
2023
Q3 | $74.8K | Sell |
368
-175
| -32% | -$35.6K | 0.06% | 72 |
|
|
2023
Q2 | $102K | Sell |
543
-20
| -4% | -$3.77K | 0.07% | 65 |
|
|
2023
Q1 | $100K | Buy |
+563
| New | +$100K | 0.07% | 72 |
|