SEI Investments’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 | $785K | Sell |
3,444
-372
| -10% | -$84.8K | ﹤0.01% | 2014 |
|
|
2025
Q1 | $931K | Buy |
3,816
+675
| +21% | +$165K | ﹤0.01% | 1930 |
|
|
2024
Q4 | $763K | Buy |
3,141
+77
| +3% | +$18.7K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $790K | Buy |
3,064
+98
| +3% | +$25.3K | ﹤0.01% | 2028 |
|
|
2024
Q2 | $652K | Buy |
2,966
+244
| +9% | +$53.6K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $690K | Buy |
2,722
+425
| +19% | +$108K | ﹤0.01% | 2010 |
|
|
2023
Q4 | $550K | Buy |
2,297
+129
| +6% | +$30.9K | ﹤0.01% | 2072 |
|
|
2023
Q3 | $441K | Buy |
2,168
+43
| +2% | +$8.74K | ﹤0.01% | 2155 |
|
|
2023
Q2 | $401K | Buy |
2,125
+271
| +15% | +$51.2K | ﹤0.01% | 2219 |
|
|
2023
Q1 | $330K | Buy |
1,854
+427
| +30% | +$76K | ﹤0.01% | 2302 |
|
|
2022
Q4 | $229K | Sell |
1,427
-4,108
| -74% | -$661K | ﹤0.01% | 2300 |
|
|
2022
Q3 | $972K | Buy |
5,535
+1,460
| +36% | +$256K | ﹤0.01% | 1810 |
|
|
2022
Q2 | $818K | Sell |
4,075
-304
| -7% | -$61K | ﹤0.01% | 1910 |
|
|
2022
Q1 | $808K | Buy |
4,379
+88
| +2% | +$16.2K | ﹤0.01% | 1884 |
|
|
2021
Q4 | $1M | Sell |
4,291
-22
| -0.5% | -$5.15K | ﹤0.01% | 1844 |
|
|
2021
Q3 | $973K | Buy |
4,313
+2
| +0% | +$451 | ﹤0.01% | 1794 |
|
|
2021
Q2 | $1.17M | Sell |
4,311
-281
| -6% | -$76.4K | ﹤0.01% | 1752 |
|
|
2021
Q1 | $1.26M | Hold |
4,592
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q4 | $1.26M | Sell |
4,592
-911
| -17% | -$251K | ﹤0.01% | 1600 |
|
|
2020
Q3 | $1.09M | Buy |
5,503
+10
| +0.2% | +$1.99K | ﹤0.01% | 1560 |
|
|
2020
Q2 | $1.13M | Sell |
5,493
-2,074
| -27% | -$427K | ﹤0.01% | 1511 |
|
|
2020
Q1 | $1.47M | Buy |
7,567
+3,427
| +83% | +$667K | 0.01% | 1281 |
|
|
2019
Q4 | $803K | Sell |
4,140
-2,646
| -39% | -$513K | ﹤0.01% | 1729 |
|
|
2019
Q3 | $1.25M | Buy |
6,786
+2,203
| +48% | +$404K | ﹤0.01% | 1514 |
|
|
2019
Q2 | $729K | Sell |
4,583
-134
| -3% | -$21.3K | ﹤0.01% | 1709 |
|
|
2019
Q1 | $800K | Sell |
4,717
-3,529
| -43% | -$599K | ﹤0.01% | 1677 |
|
|
2018
Q4 | $1.51M | Buy |
8,246
+6,190
| +301% | +$1.13M | 0.01% | 1400 |
|
|
2018
Q3 | $354K | Sell |
2,056
-186
| -8% | -$32K | ﹤0.01% | 1755 |
|
|
2018
Q2 | $328K | Buy |
2,242
+38
| +2% | +$5.56K | ﹤0.01% | 1906 |
|
|
2018
Q1 | $290K | Buy |
2,204
+2,020
| +1,098% | +$266K | ﹤0.01% | 1766 |
|
|
2017
Q4 | $22K | Buy |
184
+97
| +111% | +$11.6K | ﹤0.01% | 2579 |
|
|
2017
Q3 | $10K | Buy |
87
+19
| +28% | +$2.18K | ﹤0.01% | 2695 |
|
|
2017
Q2 | $8K | Sell |
68
-356
| -84% | -$41.9K | ﹤0.01% | 2649 |
|
|
2017
Q1 | $46K | Sell |
424
-472
| -53% | -$51.2K | ﹤0.01% | 2146 |
|
|
2016
Q4 | $105K | Sell |
896
-239
| -21% | -$28K | ﹤0.01% | 1949 |
|
|
2016
Q3 | $128K | Buy |
1,135
+421
| +59% | +$47.5K | ﹤0.01% | 1812 |
|
|
2016
Q2 | $84K | Buy |
714
+411
| +136% | +$48.4K | ﹤0.01% | 1782 |
|
|
2016
Q1 | $33K | Buy |
303
+270
| +818% | +$29.4K | ﹤0.01% | 1953 |
|
|
2015
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2351 |
|
|
2015
Q1 | – | Sell |
-14
| Closed | -$1K | – | 2371 |
|
|
2014
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2157 |
|