Wellington Management 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 | $24.4M | Buy |
107,065
+10,523
| +11% | +$2.4M | ﹤0.01% | 899 |
|
|
2025
Q1 | $23.6M | Buy |
+96,542
| New | +$23.6M | ﹤0.01% | 907 |
|
|
2023
Q2 | – | Sell |
-4,710
| Closed | -$839K | – | 2022 |
|
|
2023
Q1 | $839K | Hold |
4,710
| – | – | ﹤0.01% | 1704 |
|
|
2022
Q4 | $759K | Buy |
+4,710
| New | +$759K | ﹤0.01% | 1710 |
|
|
2021
Q4 | – | Sell |
-1,394
| Closed | -$323K | – | 2304 |
|
|
2021
Q3 | $323K | Buy |
+1,394
| New | +$323K | ﹤0.01% | 2029 |
|