Bartlett & Co Wealth Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61.9K	Buy	140 +5	+4%	+$1.3K	﹤0.01%	643
2025 Q4	$23.3K	Buy	135 +1	+0.7%	+$152	﹤0.01%	800
2025 Q3	$16.1K	Buy	134 +60	+81%	+$4.9K	﹤0.01%	862
2025 Q2	$4.74K	Sell	74 -10	-12%	-$476	﹤0.01%	1007
2025 Q1	$3.4K	Sell	84 -578	-87%	-$27.4K	﹤0.01%	1028
2024 Q4	$29.8K	Hold	662	–	–	﹤0.01%	742
2024 Q3	$34.1K	Hold	662	–	–	﹤0.01%	724
2024 Q2	$37.9K	Hold	662	–	–	﹤0.01%	708
2024 Q1	$34.1K	Hold	662	–	–	﹤0.01%	725
2023 Q4	$26.5K	Hold	662	–	–	﹤0.01%	821
2023 Q3	$22.8K	Hold	662	–	–	﹤0.01%	795
2023 Q2	$19K	Buy	+662	New	+$18.4K	﹤0.01%	832
2019 Q3	–	Sell	-103	Closed	-$3.75K	–	943
2019 Q2	$3.75K	Buy	103 +92	+836%	+$3.15K	﹤0.01%	643
2019 Q1	$388	Buy	+11	New	+$377	﹤0.01%	713