Evergreen Capital 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 | $222K | Sell |
975
-172
| -15% | -$39.2K | 0.01% | 969 |
|
|
2025
Q1 | $280K | Buy |
1,147
+132
| +13% | +$32.2K | 0.01% | 790 |
|
|
2024
Q4 | $246K | Buy |
1,015
+31
| +3% | +$7.52K | 0.01% | 848 |
|
|
2024
Q3 | $254K | Sell |
984
-16
| -2% | -$4.13K | 0.01% | 802 |
|
|
2024
Q2 | $220K | Sell |
1,000
-51
| -5% | -$11.2K | 0.01% | 808 |
|
|
2024
Q1 | $266K | Buy |
1,051
+75
| +8% | +$19K | 0.01% | 678 |
|
|
2023
Q4 | $233K | Buy |
+976
| New | +$233K | 0.01% | 703 |
|
|
2022
Q1 | – | Sell |
-828
| Closed | -$203K | – | 681 |
|
|
2021
Q4 | $203K | Buy |
+828
| New | +$203K | 0.01% | 597 |
|
|
2021
Q2 | – | Sell |
-687
| Closed | -$210K | – | 557 |
|
|
2021
Q1 | $210K | Buy |
+687
| New | +$210K | 0.01% | 470 |
|