Venturi Wealth Management’s WD-40 WDFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16	Closed	-$3.88K	–	1832
2024 Q4	$3.88K	Hold	16	–	–	﹤0.01%	1765
2024 Q3	$4.13K	Sell	16 -275	-95%	-$70.9K	﹤0.01%	1535
2024 Q2	$63.9K	Buy	+291	New	+$63.9K	﹤0.01%	597