Stokes Family Office’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 | $245K | Hold |
1,072
| – | – | 0.03% | 212 |
|
|
2025
Q1 | $262K | Hold |
1,072
| – | – | 0.03% | 200 |
|
|
2024
Q4 | $260K | Hold |
1,072
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $276K | Hold |
1,072
| – | – | 0.03% | 195 |
|
|
2024
Q2 | $235K | Hold |
1,072
| – | – | 0.03% | 200 |
|
|
2024
Q1 | $272K | Hold |
1,072
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $256K | Sell |
1,072
-84
| -7% | -$20.1K | 0.03% | 187 |
|
|
2023
Q3 | $235K | Buy |
1,156
+84
| +8% | +$17.1K | 0.03% | 283 |
|
|
2023
Q2 | $202K | Buy |
+1,072
| New | +$202K | 0.02% | 298 |
|
|
2022
Q3 | – | Sell |
-1,072
| Closed | -$216K | – | 293 |
|
|
2022
Q2 | $216K | Buy |
+1,072
| New | +$216K | 0.03% | 247 |
|
|
2022
Q1 | – | Sell |
-1,072
| Closed | -$262K | – | 286 |
|
|
2021
Q4 | $262K | Hold |
1,072
| – | – | 0.03% | 209 |
|
|
2021
Q3 | $248K | Hold |
1,072
| – | – | 0.03% | 198 |
|
|
2021
Q2 | $275K | Hold |
1,072
| – | – | 0.04% | 184 |
|
|
2021
Q1 | $328K | Hold |
1,072
| – | – | 0.05% | 158 |
|
|
2020
Q4 | $285K | Hold |
1,072
| – | – | 0.06% | 139 |
|
|
2020
Q3 | $203K | Hold |
1,072
| – | – | 0.05% | 146 |
|
|
2020
Q2 | $213K | Sell |
1,072
-26
| -2% | -$5.17K | 0.05% | 121 |
|
|
2020
Q1 | $221K | Hold |
1,098
| – | – | 0.06% | 111 |
|
|
2019
Q4 | $213K | Buy |
+1,098
| New | +$213K | 0.05% | 119 |
|