Cobblestone Capital Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $562K | Sell |
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|
2020
Q2 | $800K | Sell |
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|
2020
Q1 | $10.1M | Buy |
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|
2019
Q4 | $9.72M | Sell |
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|
2019
Q3 | $9.21M | Sell |
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|
2019
Q2 | $8.21M | Sell |
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|
2019
Q1 | $8.85M | Sell |
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|
2018
Q4 | $9.6M | Sell |
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|
2018
Q3 | $9.02M | Buy |
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|
2018
Q2 | $7.63M | Buy |
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|
2018
Q1 | $6.84M | Sell |
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|
2017
Q4 | $6.14M | Buy |
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|
2017
Q3 | $5.79M | Buy |
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|
2017
Q2 | $5.49M | Buy |
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