CAM
Columbia Asset Management’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 187 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 206 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 213 |
|
|
2022
Q4 | – | Sell |
-1,162
| Closed | -$104K | – | 183 |
|
|
2022
Q3 | $104K | Sell |
1,162
-5,738
| -83% | -$514K | 0.03% | 168 |
|
|
2022
Q2 | $309K | Buy |
+6,900
| New | +$309K | 0.08% | 138 |
|
|
2021
Q4 | – | Sell |
-3,600
| Closed | -$203K | – | 196 |
|
|
2021
Q3 | $203K | Hold |
3,600
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $256K | Sell |
3,600
-140
| -4% | -$9.96K | 0.06% | 162 |
|
|
2021
Q1 | $250K | Hold |
3,740
| – | – | 0.05% | 163 |
|
|
2020
Q4 | $207K | Buy |
+3,740
| New | +$207K | 0.04% | 171 |
|
|
2018
Q4 | – | Sell |
-5,940
| Closed | -$348K | – | 220 |
|
|
2018
Q3 | $348K | Sell |
5,940
-3,275
| -36% | -$192K | 0.09% | 133 |
|
|
2018
Q2 | $713K | Buy |
9,215
+850
| +10% | +$65.8K | 0.21% | 95 |
|
|
2018
Q1 | $772K | Sell |
8,365
-460
| -5% | -$42.5K | 0.23% | 95 |
|
|
2017
Q4 | $702K | Hold |
8,825
| – | – | 0.2% | 108 |
|
|
2017
Q3 | $762K | Sell |
8,825
-500
| -5% | -$43.2K | 0.23% | 97 |
|
|
2017
Q2 | $826K | Sell |
9,325
-1,000
| -10% | -$88.6K | 0.27% | 86 |
|
|
2017
Q1 | $852K | Sell |
10,325
-3,257
| -24% | -$269K | 0.29% | 80 |
|
|
2016
Q4 | $923K | Sell |
13,582
-3,446
| -20% | -$234K | 0.31% | 74 |
|
|
2016
Q3 | $996K | Sell |
17,028
-357
| -2% | -$20.9K | 0.35% | 69 |
|
|
2016
Q2 | $822K | Buy |
+17,385
| New | +$822K | 0.29% | 83 |
|