UBS Group’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 | $10.8M | Buy |
47,383
+374
| +0.8% | +$85.3K | ﹤0.01% | 2356 |
|
|
2025
Q1 | $11.5M | Buy |
47,009
+15,595
| +50% | +$3.81M | ﹤0.01% | 2228 |
|
|
2024
Q4 | $7.62M | Buy |
31,414
+16,687
| +113% | +$4.05M | ﹤0.01% | 2600 |
|
|
2024
Q3 | $3.8M | Buy |
14,727
+4,052
| +38% | +$1.04M | ﹤0.01% | 2512 |
|
|
2024
Q2 | $2.34M | Sell |
10,675
-4,849
| -31% | -$1.07M | ﹤0.01% | 2710 |
|
|
2024
Q1 | $3.93M | Buy |
15,524
+535
| +4% | +$136K | ﹤0.01% | 2400 |
|
|
2023
Q4 | $3.58M | Buy |
14,989
+9,851
| +192% | +$2.36M | ﹤0.01% | 2296 |
|
|
2023
Q3 | $1.04M | Sell |
5,138
-8,543
| -62% | -$1.74M | ﹤0.01% | 3050 |
|
|
2023
Q2 | $2.58M | Buy |
13,681
+3,269
| +31% | +$617K | ﹤0.01% | 2483 |
|
|
2023
Q1 | $1.85M | Buy |
10,412
+3,708
| +55% | +$660K | ﹤0.01% | 2664 |
|
|
2022
Q4 | $1.08M | Buy |
6,704
+1,284
| +24% | +$207K | ﹤0.01% | 3080 |
|
|
2022
Q3 | $952K | Sell |
5,420
-838
| -13% | -$147K | ﹤0.01% | 2882 |
|
|
2022
Q2 | $1.26M | Sell |
6,258
-949
| -13% | -$191K | ﹤0.01% | 2712 |
|
|
2022
Q1 | $1.32M | Buy |
7,207
+2,156
| +43% | +$395K | ﹤0.01% | 2998 |
|
|
2021
Q4 | $1.24M | Buy |
5,051
+162
| +3% | +$39.6K | ﹤0.01% | 3282 |
|
|
2021
Q3 | $1.13M | Buy |
4,889
+123
| +3% | +$28.5K | ﹤0.01% | 3161 |
|
|
2021
Q2 | $1.22M | Sell |
4,766
-6,394
| -57% | -$1.64M | ﹤0.01% | 3100 |
|
|
2021
Q1 | $3.42M | Sell |
11,160
-3,080
| -22% | -$943K | ﹤0.01% | 2285 |
|
|
2020
Q4 | $3.78M | Buy |
14,240
+3,759
| +36% | +$999K | ﹤0.01% | 2084 |
|
|
2020
Q3 | $1.99M | Buy |
10,481
+5,880
| +128% | +$1.11M | ﹤0.01% | 2409 |
|
|
2020
Q2 | $912K | Sell |
4,601
-7,970
| -63% | -$1.58M | ﹤0.01% | 2896 |
|
|
2020
Q1 | $2.53M | Sell |
12,571
-24,204
| -66% | -$4.86M | ﹤0.01% | 1991 |
|
|
2019
Q4 | $7.14M | Buy |
36,775
+11,165
| +44% | +$2.17M | ﹤0.01% | 1727 |
|
|
2019
Q3 | $4.7M | Buy |
25,610
+3,184
| +14% | +$584K | ﹤0.01% | 1899 |
|
|
2019
Q2 | $3.57M | Buy |
22,426
+3,054
| +16% | +$486K | ﹤0.01% | 2058 |
|
|
2019
Q1 | $3.28M | Buy |
19,372
+1,017
| +6% | +$172K | ﹤0.01% | 2067 |
|
|
2018
Q4 | $3.36M | Buy |
18,355
+12,247
| +201% | +$2.24M | ﹤0.01% | 2017 |
|
|
2018
Q3 | $1.05M | Buy |
6,108
+1,191
| +24% | +$205K | ﹤0.01% | 3116 |
|
|
2018
Q2 | $719K | Sell |
4,917
-34,870
| -88% | -$5.1M | ﹤0.01% | 3300 |
|
|
2018
Q1 | $5.24M | Sell |
39,787
-55
| -0.1% | -$7.24K | ﹤0.01% | 1817 |
|
|
2017
Q4 | $4.7M | Buy |
39,842
+3,527
| +10% | +$416K | ﹤0.01% | 1887 |
|
|
2017
Q3 | $4.06M | Sell |
36,315
-1,916
| -5% | -$214K | ﹤0.01% | 1905 |
|
|
2017
Q2 | $4.22M | Buy |
38,231
+14,795
| +63% | +$1.63M | ﹤0.01% | 1818 |
|
|
2017
Q1 | $2.55M | Buy |
23,436
+18,894
| +416% | +$2.06M | ﹤0.01% | 2156 |
|
|
2016
Q4 | $530K | Sell |
4,542
-1,782
| -28% | -$208K | ﹤0.01% | 3268 |
|
|
2016
Q3 | $711K | Sell |
6,324
-1,842
| -23% | -$207K | ﹤0.01% | 2931 |
|
|
2016
Q2 | $959K | Buy |
8,166
+5,549
| +212% | +$652K | ﹤0.01% | 2732 |
|
|
2016
Q1 | $282K | Sell |
2,617
-726
| -22% | -$78.2K | ﹤0.01% | 3539 |
|
|
2015
Q4 | $331K | Buy |
3,343
+1,353
| +68% | +$134K | ﹤0.01% | 3437 |
|
|
2015
Q3 | $177K | Sell |
1,990
-583
| -23% | -$51.9K | ﹤0.01% | 3791 |
|
|
2015
Q2 | $225K | Buy |
2,573
+23
| +0.9% | +$2.01K | ﹤0.01% | 3789 |
|
|
2015
Q1 | $226K | Buy |
2,550
+500
| +24% | +$44.3K | ﹤0.01% | 3718 |
|
|
2014
Q4 | $174K | Buy |
+2,050
| New | +$174K | ﹤0.01% | 3866 |
|