Cerity Partners’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 | $246K | Buy |
1,080
+170
| +19% | +$38.8K | ﹤0.01% | 2249 |
|
|
2025
Q1 | $222K | Sell |
910
-528
| -37% | -$129K | ﹤0.01% | 2159 |
|
|
2024
Q4 | $366K | Sell |
1,438
-905
| -39% | -$231K | ﹤0.01% | 1933 |
|
|
2024
Q3 | $604K | Buy |
2,343
+643
| +38% | +$166K | ﹤0.01% | 1668 |
|
|
2024
Q2 | $373K | Sell |
1,700
-1,397
| -45% | -$307K | ﹤0.01% | 1693 |
|
|
2024
Q1 | $785K | Buy |
3,097
+1,487
| +92% | +$377K | ﹤0.01% | 1389 |
|
|
2023
Q4 | $385K | Buy |
+1,610
| New | +$385K | ﹤0.01% | 1387 |
|
|
2023
Q3 | – | Sell |
-1,530
| Closed | -$289K | – | 1721 |
|
|
2023
Q2 | $289K | Buy |
1,530
+19
| +1% | +$3.59K | ﹤0.01% | 1407 |
|
|
2023
Q1 | $917K | Buy |
1,511
+95
| +7% | +$57.7K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $228K | Buy |
+1,416
| New | +$228K | ﹤0.01% | 1267 |
|
|
2022
Q1 | – | Sell |
-1,375
| Closed | -$334K | – | 1122 |
|
|
2021
Q4 | $334K | Buy |
+1,375
| New | +$334K | 0.01% | 734 |
|