Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$256K Buy
1,256
+69
+6% +$15.4K ﹤0.01% 1878
2025
Q4
$234K Buy
1,187
+5
+0.4% +$986 ﹤0.01% 1946
2025
Q3
$234K Sell
1,182
-1,804
-60% -$391K ﹤0.01% 1927
2025
Q2
$681K Sell
2,986
-323
-10% -$76K ﹤0.01% 1316
2025
Q1
$807K Buy
3,309
+2,206
+200% +$521K ﹤0.01% 1189
2024
Q4
$268K Sell
1,103
-149
-12% -$39.7K ﹤0.01% 1860
2024
Q3
$323K Hold
1,252
﹤0.01% 1767
2024
Q2
$275K Sell
1,252
-56
-4% -$12.9K ﹤0.01% 1831
2024
Q1
$331K Buy
1,308
+25
+2% +$6.47K ﹤0.01% 1745
2023
Q4
$307K Buy
1,283
+139
+12% +$31K ﹤0.01% 1788
2023
Q3
$233K Sell
1,144
-459
-29% -$98.2K ﹤0.01% 1763
2023
Q2
$302K Sell
1,603
-491
-23% -$92.7K ﹤0.01% 1673
2023
Q1
$373K Buy
2,094
+96
+5% +$16.6K ﹤0.01% 1560
2022
Q4
$322K Sell
1,998
-233
-10% -$38.9K ﹤0.01% 1612
2022
Q3
$392K Sell
2,231
-5
-0.2% -$934 ﹤0.01% 1509
2022
Q2
$450K Sell
2,236
-13
-0.6% -$2.43K ﹤0.01% 1506
2022
Q1
$412K Buy
2,249
+69
+3% +$14.7K ﹤0.01% 1618
2021
Q4
$533K Sell
2,180
-101
-4% -$23.5K ﹤0.01% 1492
2021
Q3
$528K Sell
2,281
-4
-0.2% -$960 ﹤0.01% 1492
2021
Q2
$586K Buy
2,285
+92
+4% +$23.5K ﹤0.01% 1464
2021
Q1
$672K Sell
2,193
-132
-6% -$40K ﹤0.01% 1349
2020
Q4
$618K Sell
2,325
-84
-3% -$20.3K ﹤0.01% 1336
2020
Q3
$456K Buy
2,409
+10
+0.4% +$1.96K ﹤0.01% 1375
2020
Q2
$475K Buy
2,399
+428
+22% +$77.6K ﹤0.01% 1319
2020
Q1
$396K Buy
1,971
+315
+19% +$59.3K ﹤0.01% 1330
2019
Q4
$322K Buy
1,656
+12
+0.7% +$2.26K ﹤0.01% 1588
2019
Q3
$302K Hold
1,644
﹤0.01% 1602
2019
Q2
$261K Sell
1,644
-15
-0.9% -$2.46K ﹤0.01% 1708
2019
Q1
$281K Hold
1,659
﹤0.01% 1650
2018
Q4
$304K Sell
1,659
-280
-14% -$47.4K ﹤0.01% 1562
2018
Q3
$333K Sell
1,939
-195
-9% -$32.6K ﹤0.01% 1608
2018
Q2
$312K Hold
2,134
﹤0.01% 1648
2018
Q1
$281K Hold
2,134
﹤0.01% 1698
2017
Q4
$252K Hold
2,134
﹤0.01% 1757
2017
Q3
$239K Buy
2,134
+18
+0.9% +$1.94K ﹤0.01% 1779
2017
Q2
$233K Buy
2,116
+343
+19% +$36.5K ﹤0.01% 1770
2017
Q1
$194K Buy
1,773
+499
+39% +$54.3K ﹤0.01% 1842
2016
Q4
$149K Buy
1,274
+29
+2% +$3.19K ﹤0.01% 1928
2016
Q3
$140K Hold
1,245
﹤0.01% 1925
2016
Q2
$146K Hold
1,245
﹤0.01% 1829
2016
Q1
$135K Hold
1,245
﹤0.01% 1858
2015
Q4
$122K Hold
1,245
﹤0.01% 1959
2015
Q3
$111K Buy
1,245
+46
+4% +$4.01K ﹤0.01% 2027
2015
Q2
$104K Buy
1,199
+11
+0.9% +$932 ﹤0.01% 2128
2015
Q1
$105K Hold
1,188
﹤0.01% 2139
2014
Q4
$101K Hold
1,188
﹤0.01% 2140
2014
Q3
$81K Sell
1,188
-51
-4% -$3.54K ﹤0.01% 2233
2014
Q2
$93K Hold
1,239
﹤0.01% 2165
2014
Q1
$96K Buy
1,239
+22
+2% +$1.6K ﹤0.01% 2138
2013
Q4
$91K Buy
1,217
+29
+2% +$2.07K ﹤0.01% 2153
2013
Q3
$77K Hold
1,188
﹤0.01% 2162
2013
Q2
$65K Buy
+1,188
New +$65.3K ﹤0.01% 2214

Other funds holding WDFC