Cerity Partners’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $570K | Buy |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $785K | Buy |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $917K | Buy |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $334K | Buy |
|