Wealth Alliance’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 | $225K | Buy |
988
+2
| +0.2% | +$456 | 0.03% | 495 |
|
|
2025
Q1 | $240K | Buy |
986
+3
| +0.3% | +$732 | 0.03% | 450 |
|
|
2024
Q4 | $238K | Sell |
983
-29
| -3% | -$7.03K | 0.03% | 444 |
|
|
2024
Q3 | $261K | Sell |
1,012
-1
| -0.1% | -$258 | 0.03% | 432 |
|
|
2024
Q2 | $223K | Buy |
1,013
+7
| +0.7% | +$1.54K | 0.03% | 458 |
|
|
2024
Q1 | $255K | Sell |
1,006
-4
| -0.4% | -$1.01K | 0.03% | 440 |
|
|
2023
Q4 | $242K | Sell |
1,010
-8
| -0.8% | -$1.91K | 0.03% | 442 |
|
|
2023
Q3 | $207K | Buy |
+1,018
| New | +$207K | 0.03% | 458 |
|
|
2022
Q1 | – | Sell |
-860
| Closed | -$210K | – | 485 |
|
|
2021
Q4 | $210K | Sell |
860
-15
| -2% | -$3.66K | 0.04% | 420 |
|
|
2021
Q3 | $203K | Sell |
875
-15
| -2% | -$3.48K | 0.05% | 406 |
|
|
2021
Q2 | $228K | Sell |
890
-49
| -5% | -$12.6K | 0.05% | 384 |
|
|
2021
Q1 | $288K | Sell |
939
-106
| -10% | -$32.5K | 0.08% | 299 |
|
|
2020
Q4 | $278K | Buy |
+1,045
| New | +$278K | 0.08% | 298 |
|
|
2020
Q3 | – | Sell |
-1,075
| Closed | -$213K | – | 324 |
|
|
2020
Q2 | $213K | Sell |
1,075
-4
| -0.4% | -$793 | 0.08% | 280 |
|
|
2020
Q1 | $217K | Buy |
+1,079
| New | +$217K | 0.12% | 207 |
|