Dowling & Yahnke’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $729K | Hold |
|
|||||
2022
Q2 | $835K | Hold |
|
|||||
2022
Q1 | $760K | Hold |
|
|||||
2021
Q4 | $1.01M | Hold |
|
|||||
2021
Q3 | $960K | Hold |
|
|||||
2021
Q2 | $1.06M | Buy |
|
|||||
2021
Q1 | $1.26M | Hold |
|
|||||
2020
Q4 | $1.09M | Hold |
|
|||||
2020
Q3 | $780K | Sell |
|
|||||
2020
Q2 | $967K | Sell |
|
|||||
2020
Q1 | $1.03M | Buy |
|
|||||
2019
Q4 | $979K | Hold |
|
|||||
2019
Q3 | $925K | Sell |
|
|||||
2019
Q2 | $1.41M | Hold |
|
|||||
2019
Q1 | $1.5M | Hold |
|
|||||
2018
Q4 | $1.55M | Hold |
|
|||||
2018
Q3 | $1.53M | Sell |
|
|||||
2018
Q2 | $1.33M | Hold |
|
|||||
2018
Q1 | $1.2M | Hold |
|
|||||
2017
Q4 | $1.08M | Hold |
|
|||||
2017
Q3 | $1.02M | Hold |
|
|||||
2017
Q2 | $1.01M | Hold |
|
|||||
2017
Q1 | $994K | Hold |
|
|||||
2016
Q4 | $1.07M | Hold |
|
|||||
2016
Q3 | $1.03M | Hold |
|
|||||
2016
Q2 | $1.07M | Hold |
|
|||||
2016
Q1 | $985K | Hold |
|
|||||
2015
Q4 | $900K | Hold |
|
|||||
2015
Q3 | $812K | Sell |
|
|||||
2015
Q2 | $811K | Hold |
|
|||||
2015
Q1 | $824K | Buy |
|
|||||
2014
Q4 | $735K | Hold |
|
|||||
2014
Q3 | $587K | Hold |
|
|||||
2014
Q2 | $650K | Hold |
|
|||||
2014
Q1 | $671K | Hold |
|
|||||
2013
Q4 | $646K | Hold |
|
|||||
2013
Q3 | $561K | Hold |
|
|||||
2013
Q2 | $471K | Buy |
|