L.M. Kohn & Company’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 | $709K | Sell |
3,107
-26
| -0.8% | -$5.93K | 0.19% | 105 |
|
|
2025
Q1 | $764K | Sell |
3,133
-1,775
| -36% | -$433K | 0.2% | 109 |
|
|
2024
Q4 | $1.19M | Sell |
4,908
-80
| -2% | -$19.4K | 0.31% | 59 |
|
|
2024
Q3 | $1.29M | Hold |
4,988
| – | – | 0.33% | 61 |
|
|
2024
Q2 | $1.1M | Sell |
4,988
-50
| -1% | -$11K | 0.3% | 63 |
|
|
2024
Q1 | $1.28M | Sell |
5,038
-16
| -0.3% | -$4.05K | 0.36% | 54 |
|
|
2023
Q4 | $1.21M | Hold |
5,054
| – | – | 0.39% | 55 |
|
|
2023
Q3 | $1.03M | Hold |
5,054
| – | – | 0.37% | 57 |
|
|
2023
Q2 | $953K | Hold |
5,054
| – | – | 0.36% | 65 |
|
|
2023
Q1 | $900K | Sell |
5,054
-700
| -12% | -$125K | 0.37% | 58 |
|
|
2022
Q4 | $928K | Sell |
5,754
-617
| -10% | -$99.5K | 0.43% | 58 |
|
|
2022
Q3 | $1.12M | Sell |
6,371
-639
| -9% | -$112K | 0.55% | 42 |
|
|
2022
Q2 | $1.41M | Sell |
7,010
-235
| -3% | -$47.3K | 0.66% | 34 |
|
|
2022
Q1 | $1.33M | Buy |
+7,245
| New | +$1.33M | 0.51% | 43 |
|