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WD-40 Company shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of WD-40 Company (WDFC) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in WD-40 Company

Tip: Access up to 7 years of quarterly data

All positions including WD-40 Company held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WD-40 Company by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 4.9k 219.65
2024-03-31 $698k 2.8k 253.27
2023-12-31 $531k 2.2k 239.07
2023-09-30 $383k 1.9k 203.24
2023-06-30 $252k 1.3k 188.65
2021-03-31 $407k 1.3k 306.02
2020-12-31 $280k 1.1k 265.40
2020-09-30 $454k 2.4k 190.44
2020-06-30 $451k 2.3k 198.68
2020-03-31 $454k 2.3k 200.00
2019-12-31 $310k 1.6k 194.72

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
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Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
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Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding WD-40 Company

BlackRock
BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Neuberger Berman Group
State Street Corporation
Geode Capital Management
Conestoga Capital Advisors
Dimensional Fund Advisors
Renaissance Technologies
Geneva Capital Management
First Trust Advisors
Northern Trust
Morgan Stanley
Charles Schwab Investment Management

View all funds holding WD-40 Company