Jacobs Levy Equity Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
58,770
+2,528
| +4% | +$577K | 0.05% | 261 |
|
|
2025
Q1 | $13.7M | Buy |
+56,242
| New | +$13.7M | 0.05% | 284 |
|
|
2014
Q2 | – | Sell |
-9,230
| Closed | -$716K | – | 941 |
|
|
2014
Q1 | $716K | Sell |
9,230
-4,705
| -34% | -$365K | 0.01% | 611 |
|
|
2013
Q4 | $1.04M | Buy |
13,935
+3,335
| +31% | +$249K | 0.02% | 563 |
|
|
2013
Q3 | $688K | Buy |
+10,600
| New | +$688K | 0.01% | 607 |
|