WhitTier Trust Company’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 | $5.63M | Buy |
24,697
+771
| +3% | +$176K | 0.13% | 144 |
|
2025
Q1 | $5.84M | Buy |
23,926
+891
| +4% | +$217K | 0.15% | 136 |
|
2024
Q4 | $5.59M | Buy |
23,035
+1,137
| +5% | +$276K | 0.14% | 141 |
|
2024
Q3 | $5.65M | Buy |
21,898
+830
| +4% | +$214K | 0.15% | 133 |
|
2024
Q2 | $4.63M | Buy |
21,068
+790
| +4% | +$174K | 0.13% | 145 |
|
2024
Q1 | $5.14M | Buy |
20,278
+1,015
| +5% | +$257K | 0.15% | 139 |
|
2023
Q4 | $4.61M | Buy |
19,263
+920
| +5% | +$220K | 0.15% | 144 |
|
2023
Q3 | $3.73M | Buy |
18,343
+261
| +1% | +$53K | 0.13% | 151 |
|
2023
Q2 | $3.41M | Buy |
18,082
+229
| +1% | +$43.2K | 0.12% | 158 |
|
2023
Q1 | $3.18M | Buy |
17,853
+928
| +5% | +$165K | 0.12% | 162 |
|
2022
Q4 | $2.73M | Sell |
16,925
-853
| -5% | -$138K | 0.11% | 169 |
|
2022
Q3 | $3.12M | Buy |
17,778
+1,345
| +8% | +$236K | 0.13% | 155 |
|
2022
Q2 | $3.31M | Buy |
16,433
+1,405
| +9% | +$283K | 0.14% | 147 |
|
2022
Q1 | $2.75M | Buy |
15,028
+2,289
| +18% | +$419K | 0.1% | 172 |
|
2021
Q4 | $3.12M | Buy |
12,739
+1,361
| +12% | +$333K | 0.11% | 158 |
|
2021
Q3 | $2.63M | Buy |
11,378
+517
| +5% | +$120K | 0.11% | 162 |
|
2021
Q2 | $2.78M | Buy |
10,861
+243
| +2% | +$62.3K | 0.12% | 154 |
|
2021
Q1 | $3.25M | Buy |
10,618
+1,251
| +13% | +$383K | 0.15% | 130 |
|
2020
Q4 | $2.49M | Buy |
9,367
+716
| +8% | +$190K | 0.12% | 147 |
|
2020
Q3 | $1.64M | Buy |
8,651
+514
| +6% | +$97.3K | 0.09% | 178 |
|
2020
Q2 | $1.61M | Buy |
8,137
+1,610
| +25% | +$319K | 0.1% | 166 |
|
2020
Q1 | $1.31M | Sell |
6,527
-1,073
| -14% | -$216K | 0.1% | 167 |
|
2019
Q4 | $1.48M | Buy |
7,600
+1,619
| +27% | +$314K | 0.09% | 177 |
|
2019
Q3 | $1.1M | Buy |
5,981
+940
| +19% | +$173K | 0.08% | 197 |
|
2019
Q2 | $802K | Buy |
5,041
+583
| +13% | +$92.8K | 0.06% | 224 |
|
2019
Q1 | $755K | Buy |
4,458
+1,193
| +37% | +$202K | 0.06% | 224 |
|
2018
Q4 | $598K | Buy |
3,265
+329
| +11% | +$60.3K | 0.05% | 241 |
|
2018
Q3 | $505K | Buy |
2,936
+358
| +14% | +$61.6K | 0.04% | 268 |
|
2018
Q2 | $377K | Buy |
2,578
+622
| +32% | +$91K | 0.03% | 295 |
|
2018
Q1 | $258K | Buy |
1,956
+745
| +62% | +$98.3K | 0.02% | 350 |
|
2017
Q4 | $143K | Buy |
1,211
+287
| +31% | +$33.9K | 0.01% | 401 |
|
2017
Q3 | $103K | Buy |
924
+41
| +5% | +$4.57K | 0.01% | 432 |
|
2017
Q2 | $97K | Buy |
883
+475
| +116% | +$52.2K | 0.01% | 431 |
|
2017
Q1 | $44K | Hold |
408
| – | – | ﹤0.01% | 549 |
|
2016
Q4 | $48K | Hold |
408
| – | – | 0.01% | 540 |
|
2016
Q3 | $46K | Buy |
408
+37
| +10% | +$4.17K | 0.01% | 537 |
|
2016
Q2 | $44K | Hold |
371
| – | – | 0.01% | 543 |
|
2016
Q1 | $40K | Hold |
371
| – | – | ﹤0.01% | 558 |
|
2015
Q4 | $37K | Hold |
371
| – | – | ﹤0.01% | 577 |
|
2015
Q3 | $33K | Hold |
371
| – | – | ﹤0.01% | 596 |
|
2015
Q2 | $32K | Hold |
371
| – | – | ﹤0.01% | 616 |
|
2015
Q1 | $33K | Hold |
371
| – | – | ﹤0.01% | 612 |
|
2014
Q4 | $32K | Hold |
371
| – | – | ﹤0.01% | 614 |
|
2014
Q3 | $25K | Hold |
371
| – | – | ﹤0.01% | 665 |
|
2014
Q2 | $28K | Hold |
371
| – | – | ﹤0.01% | 651 |
|
2014
Q1 | $29K | Hold |
371
| – | – | ﹤0.01% | 647 |
|
2013
Q4 | $28K | Hold |
371
| – | – | ﹤0.01% | 626 |
|
2013
Q3 | $24K | Hold |
371
| – | – | ﹤0.01% | 630 |
|
2013
Q2 | $20K | Buy |
+371
| New | +$20K | ﹤0.01% | 637 |
|