Bogart Wealth LLC’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 | $89.7K | Sell |
332
-37
| -10% | -$9.66K | ﹤0.01% | 372 |
|
|
2025
Q4 | $63.5K | Buy |
369
+60
| +19% | +$9.1K | ﹤0.01% | 418 |
|
|
2025
Q3 | $37.2K | Buy |
309
+113
| +58% | +$9.23K | ﹤0.01% | 521 |
|
|
2025
Q2 | $12.6K | Hold |
196
| – | – | ﹤0.01% | 745 |
|
|
2025
Q1 | $7.92K | Sell |
196
-41
| -17% | -$1.95K | ﹤0.01% | 807 |
|
|
2024
Q4 | $10.7K | Hold |
237
| – | – | ﹤0.01% | 725 |
|
|
2024
Q3 | $12.2K | Hold |
237
| – | – | ﹤0.01% | 650 |
|
|
2024
Q2 | $13.6K | Hold |
237
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $12.2K | Hold |
237
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $9.37K | Hold |
237
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $8.17K | Sell |
237
-6
| -2% | -$189 | ﹤0.01% | 636 |
|
|
2023
Q2 | $6.98K | Hold |
243
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $6.93K | Buy |
243
+236
| +3,371% | +$6.92K | ﹤0.01% | 656 |
|
|
2022
Q4 | $158 | Hold |
7
| – | – | ﹤0.01% | 969 |
|
|
2022
Q3 | $0 | Sell |
7
-86
| -92% | -$2.85K | ﹤0.01% | 1204 |
|
|
2022
Q2 | $3K | Buy |
93
+86
| +1,229% | +$3.45K | ﹤0.01% | 745 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 889 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 850 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 799 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 735 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 723 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 493 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 484 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 474 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 410 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 390 |
|
|
2019
Q2 | $0 | Sell |
7
-6
| -46% | -$206 | ﹤0.01% | 374 |
|
|
2019
Q1 | $0 | Sell |
13
-144
| -92% | -$4.93K | ﹤0.01% | 386 |
|
|
2018
Q4 | $4K | Buy |
+157
| New | +$5.56K | ﹤0.01% | 299 |
|
|
2018
Q3 | – | Sell |
-157
| Closed | -$9K | – | 360 |
|
|
2018
Q2 | $9K | Hold |
157
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $11K | Hold |
157
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $9K | Hold |
157
| – | – | 0.01% | 241 |
|
|
2017
Q3 | $10K | Buy |
+157
| New | +$10.4K | 0.01% | 232 |
|
Other funds holding WDC
VCM
VPM
