CIM Investment 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
Q2 | $272K | Sell |
1,191
-20
| -2% | -$4.56K | 0.05% | 219 |
|
|
2025
Q1 | $295K | Sell |
1,211
-29
| -2% | -$7.08K | 0.07% | 179 |
|
|
2024
Q4 | $301K | Hold |
1,240
| – | – | 0.09% | 188 |
|
|
2024
Q3 | $320K | Hold |
1,240
| – | – | 0.09% | 178 |
|
|
2024
Q2 | $272K | Sell |
1,240
-294
| -19% | -$64.6K | 0.08% | 191 |
|
|
2024
Q1 | $389K | Hold |
1,534
| – | – | 0.12% | 171 |
|
|
2023
Q4 | $367K | Hold |
1,534
| – | – | 0.12% | 171 |
|
|
2023
Q3 | $312K | Hold |
1,534
| – | – | 0.11% | 175 |
|
|
2023
Q2 | $289K | Hold |
1,534
| – | – | 0.1% | 193 |
|
|
2023
Q1 | $273K | Buy |
1,534
+53
| +4% | +$9.44K | 0.1% | 201 |
|
|
2022
Q4 | $239K | Hold |
1,481
| – | – | 0.09% | 198 |
|
|
2022
Q3 | $260K | Hold |
1,481
| – | – | 0.12% | 171 |
|
|
2022
Q2 | $298K | Hold |
1,481
| – | – | 0.12% | 163 |
|
|
2022
Q1 | $271K | Buy |
1,481
+432
| +41% | +$79K | 0.09% | 188 |
|
|
2021
Q4 | $257K | Hold |
1,049
| – | – | 0.08% | 238 |
|
|
2021
Q3 | $243K | Hold |
1,049
| – | – | 0.08% | 240 |
|
|
2021
Q2 | $269K | Buy |
+1,049
| New | +$269K | 0.08% | 231 |
|
|
2020
Q3 | – | Sell |
-1,827
| Closed | -$362K | – | 282 |
|
|
2020
Q2 | $362K | Buy |
1,827
+428
| +31% | +$84.8K | 0.15% | 137 |
|
|
2020
Q1 | $281K | Hold |
1,399
| – | – | 0.14% | 138 |
|
|
2019
Q4 | $272K | Sell |
1,399
-1,097
| -44% | -$213K | 0.11% | 168 |
|
|
2019
Q3 | $458K | Buy |
2,496
+695
| +39% | +$128K | 0.17% | 140 |
|
|
2019
Q2 | $286K | Buy |
+1,801
| New | +$286K | 0.1% | 249 |
|