Burney Company’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 | $221K | Sell |
817
-640
| -44% | -$167K | 0.01% | 551 |
|
|
2025
Q4 | $251K | Buy |
+1,457
| New | +$221K | 0.01% | 555 |
|
|
2021
Q3 | – | Sell |
-3,760
| Closed | -$202K | – | 604 |
|
|
2021
Q2 | $202K | Buy |
+3,760
| New | +$203K | 0.01% | 578 |
|
|
2021
Q1 | – | Sell |
-5,864
| Closed | -$245K | – | 580 |
|
|
2020
Q4 | $245K | Buy |
+5,864
| New | +$195K | 0.01% | 467 |
|
|
2020
Q3 | – | Sell |
-6,353
| Closed | -$212K | – | 525 |
|
|
2020
Q2 | $212K | Sell |
6,353
-299
| -4% | -$9.69K | 0.01% | 453 |
|
|
2020
Q1 | $209K | Sell |
6,652
-521
| -7% | -$23.1K | 0.02% | 400 |
|
|
2019
Q4 | $344K | Hold |
7,173
| – | – | 0.02% | 378 |
|
|
2019
Q3 | $323K | Hold |
7,173
| – | – | 0.02% | 368 |
|
|
2019
Q2 | $258K | Sell |
7,173
-543
| -7% | -$18.6K | 0.02% | 401 |
|
|
2019
Q1 | $280K | Sell |
7,716
-226
| -3% | -$7.74K | 0.02% | 393 |
|
|
2018
Q4 | $222K | Sell |
7,942
-3,355
| -30% | -$119K | 0.02% | 404 |
|
|
2018
Q3 | $500K | Sell |
11,297
-2,862
| -20% | -$145K | 0.03% | 325 |
|
|
2018
Q2 | $828K | Buy |
14,159
+183
| +1% | +$11.6K | 0.05% | 268 |
|
|
2018
Q1 | $975K | Sell |
13,976
-199
| -1% | -$13.4K | 0.06% | 241 |
|
|
2017
Q4 | $852K | Buy |
14,175
+440
| +3% | +$28.3K | 0.05% | 258 |
|
|
2017
Q3 | $900K | Buy |
13,735
+64
| +0.5% | +$4.25K | 0.06% | 239 |
|
|
2017
Q2 | $947K | Sell |
13,671
-330
| -2% | -$21.9K | 0.06% | 227 |
|
|
2017
Q1 | $873K | Sell |
14,001
-45
| -0.3% | -$2.58K | 0.06% | 230 |
|
|
2016
Q4 | $721K | Buy |
14,046
+49
| +0.4% | +$2.26K | 0.05% | 236 |
|
|
2016
Q3 | $614K | Sell |
13,997
-930
| -6% | -$35K | 0.04% | 242 |
|
|
2016
Q2 | $533K | Sell |
14,927
-802
| -5% | -$26.4K | 0.04% | 260 |
|
|
2016
Q1 | $562K | Sell |
15,729
-3,584
| -19% | -$128K | 0.04% | 255 |
|
|
2015
Q4 | $880K | Sell |
19,313
-349
| -2% | -$17.8K | 0.07% | 210 |
|
|
2015
Q3 | $1.18M | Sell |
19,662
-418
| -2% | -$25.1K | 0.09% | 181 |
|
|
2015
Q2 | $1.19M | Sell |
20,080
-588
| -3% | -$42.1K | 0.08% | 200 |
|
|
2015
Q1 | $1.42M | Sell |
20,668
-1,496
| -7% | -$117K | 0.1% | 193 |
|
|
2014
Q4 | $1.85M | Sell |
22,164
-1,642
| -7% | -$124K | 0.15% | 153 |
|
|
2014
Q3 | $1.75M | Buy |
23,806
+263
| +1% | +$19.8K | 0.15% | 155 |
|
|
2014
Q2 | $1.64M | Sell |
23,543
-357
| -1% | -$23.9K | 0.14% | 163 |
|
|
2014
Q1 | $1.66M | Sell |
23,900
-5,539
| -19% | -$362K | 0.15% | 156 |
|
|
2013
Q4 | $1.87M | Sell |
29,439
-2,121
| -7% | -$119K | 0.18% | 141 |
|
|
2013
Q3 | $1.51M | Sell |
31,560
-404
| -1% | -$19.9K | 0.17% | 151 |
|
|
2013
Q2 | $1.5M | Buy |
+31,964
| New | +$1.4M | 0.19% | 138 |
|
Other funds holding WDC
VCM
VPM
