UMB Bank’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 | $14.6K | Buy |
64
+3
| +5% | +$684 | ﹤0.01% | 1478 |
|
|
2025
Q1 | $14.9K | Buy |
61
+29
| +91% | +$7.08K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $7.77K | Buy |
32
+2
| +7% | +$485 | ﹤0.01% | 1559 |
|
|
2024
Q3 | $7.74K | Buy |
30
+21
| +233% | +$5.42K | ﹤0.01% | 1577 |
|
|
2024
Q2 | $1.98K | Buy |
9
+3
| +50% | +$659 | ﹤0.01% | 1786 |
|
|
2024
Q1 | $1.52K | Buy |
+6
| New | +$1.52K | ﹤0.01% | 1619 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$367 | – | 383 |
|
|
2019
Q3 | $367 | Hold |
2,000
| – | – | 0.01% | 304 |
|
|
2019
Q2 | $318 | Hold |
2,000
| – | – | 0.01% | 302 |
|
|
2019
Q1 | $339K | Hold |
2,000
| – | – | 0.01% | 291 |
|
|
2018
Q4 | $367 | Hold |
2,000
| – | – | 0.01% | 262 |
|
|
2018
Q3 | $344K | Hold |
2,000
| – | – | 0.01% | 280 |
|
|
2018
Q2 | $292K | Hold |
2,000
| – | – | 0.01% | 287 |
|
|
2018
Q1 | $263K | Hold |
2,000
| – | – | 0.01% | 296 |
|
|
2017
Q4 | $236K | Hold |
2,000
| – | – | 0.01% | 304 |
|
|
2017
Q3 | $224K | Hold |
2,000
| – | – | 0.01% | 298 |
|
|
2017
Q2 | $221K | Hold |
2,000
| – | – | 0.01% | 306 |
|
|
2017
Q1 | $218K | Hold |
2,000
| – | – | 0.01% | 325 |
|
|
2016
Q4 | $234K | Hold |
2,000
| – | – | 0.01% | 308 |
|
|
2016
Q3 | $225K | Hold |
2,000
| – | – | 0.01% | 331 |
|
|
2016
Q2 | $235K | Sell |
2,000
-1,000
| -33% | -$118K | 0.01% | 315 |
|
|
2016
Q1 | $324K | Hold |
3,000
| – | – | 0.01% | 271 |
|
|
2015
Q4 | $296K | Sell |
3,000
-200
| -6% | -$19.7K | 0.01% | 291 |
|
|
2015
Q3 | $285K | Hold |
3,200
| – | – | 0.02% | 247 |
|
|
2015
Q2 | $278 | Buy |
3,200
+200
| +7% | +$17 | 0.01% | 272 |
|
|
2015
Q1 | $266 | Hold |
3,000
| – | – | 0.01% | 269 |
|
|
2014
Q4 | $255K | Hold |
3,000
| – | – | 0.01% | 267 |
|
|
2014
Q3 | $204 | Hold |
3,000
| – | – | 0.01% | 288 |
|
|
2014
Q2 | $226K | Hold |
3,000
| – | – | 0.01% | 284 |
|
|
2014
Q1 | $233K | Buy |
+3,000
| New | +$233K | 0.01% | 278 |
|