Bartlett & Co Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74K | Sell |
74
-10
| -12% | -$640 | ﹤0.01% | 1007 |
|
|
2025
Q1 | $3.4K | Sell |
84
-578
| -87% | -$23.4K | ﹤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 | +$19K | ﹤0.01% | 832 |
|
|
2019
Q3 | – | Sell |
-103
| Closed | -$3.75K | – | 942 |
|
|
2019
Q2 | $3.75K | Buy |
103
+92
| +836% | +$3.35K | ﹤0.01% | 643 |
|
|
2019
Q1 | $388 | Buy |
+11
| New | +$388 | ﹤0.01% | 713 |
|