Caldwell Trust’s Western Digital WDC Stock Holding History

Caldwell Trust’s Portfolio WDC Stock Details WDC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.44K	Buy
2020 Q3	–	Sell
2020 Q2	$25.8K	Hold
2020 Q1	$24.3K	Hold
2019 Q4	$37.1K	Buy