O'Shaughnessy Asset Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $815K | Buy |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $845K | Buy |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $139K | Sell |
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|
2021
Q2 | $166K | Buy |
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|
2021
Q1 | $197K | Buy |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $12K | Sell |
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|
2019
Q3 | $334K | Sell |
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|
2019
Q2 | $296K | Hold |
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|
2019
Q1 | $315K | Sell |
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|
2018
Q4 | $356K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $105K | Sell |
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|
2017
Q1 | $280K | Sell |
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|
2016
Q4 | $2.5M | Sell |
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|
2016
Q3 | $2.8M | Sell |
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|
2016
Q2 | $3.19M | Buy |
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|
2016
Q1 | $2.83M | Buy |
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|
2015
Q4 | $464K | Buy |
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|
2015
Q3 | $0 | Buy |
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|
2015
Q2 | $0 | Sell |
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|
2015
Q1 | $31K | Sell |
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|
2014
Q4 | $35K | Sell |
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|
2014
Q3 | $474K | Sell |
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|
2014
Q2 | $534K | Sell |
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|
2014
Q1 | $550K | Sell |
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|
2013
Q4 | $531K | Buy |
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|
2013
Q3 | $327K | Sell |
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|
2013
Q2 | $468K | Buy |
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