CAM
Congress Asset Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,005
| Closed | -$233K | – | 376 |
|
|
2021
Q3 | $233K | Hold |
1,005
| – | – | ﹤0.01% | 349 |
|
|
2021
Q2 | $258K | Hold |
1,005
| – | – | ﹤0.01% | 342 |
|
|
2021
Q1 | $308K | Hold |
1,005
| – | – | ﹤0.01% | 334 |
|
|
2020
Q4 | $267K | Sell |
1,005
-7,846
| -89% | -$2.08M | ﹤0.01% | 335 |
|
|
2020
Q3 | $1.68M | Sell |
8,851
-1,552
| -15% | -$294K | 0.02% | 238 |
|
|
2020
Q2 | $2.06M | Buy |
10,403
+780
| +8% | +$155K | 0.02% | 230 |
|
|
2020
Q1 | $1.93M | Buy |
9,623
+8,118
| +539% | +$1.63M | 0.03% | 218 |
|
|
2019
Q4 | $292K | Hold |
1,505
| – | – | ﹤0.01% | 330 |
|
|
2019
Q3 | $276K | Buy |
+1,505
| New | +$276K | ﹤0.01% | 332 |
|
|
2018
Q3 | – | Sell |
-12,075
| Closed | -$1.77M | – | 379 |
|
|
2018
Q2 | $1.77M | Sell |
12,075
-285
| -2% | -$41.7K | 0.02% | 278 |
|
|
2018
Q1 | $1.63M | Buy |
12,360
+232
| +2% | +$30.6K | 0.02% | 287 |
|
|
2017
Q4 | $1.43M | Sell |
12,128
-215
| -2% | -$25.4K | 0.02% | 287 |
|
|
2017
Q3 | $1.38M | Buy |
+12,343
| New | +$1.38M | 0.02% | 298 |
|