Concourse Financial Group Securities’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-970
| Closed | -$50.3K | – | 8325 |
|
|
2024
Q4 | $50.3K | Sell |
970
-1,269
| -57% | -$65.8K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $116K | Buy |
2,239
+646
| +41% | +$33.3K | 0.01% | 898 |
|
|
2024
Q2 | $91.2K | Buy |
1,593
+212
| +15% | +$12.1K | 0.01% | 960 |
|
|
2024
Q1 | $71.2K | Buy |
1,381
+395
| +40% | +$20.4K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $39K | Sell |
986
-9
| -0.9% | -$356 | ﹤0.01% | 1228 |
|
|
2023
Q3 | $34.3K | Sell |
995
-34
| -3% | -$1.17K | ﹤0.01% | 1232 |
|
|
2023
Q2 | $29.5K | Hold |
1,029
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q1 | $29.3K | Sell |
1,029
-7
| -0.7% | -$199 | ﹤0.01% | 1325 |
|
|
2022
Q4 | $24.7K | Buy |
1,036
+11
| +1% | +$262 | ﹤0.01% | 1387 |
|
|
2022
Q3 | $25K | Buy |
1,025
+10
| +1% | +$244 | ﹤0.01% | 1231 |
|
|
2022
Q2 | $34K | Sell |
1,015
-22
| -2% | -$737 | ﹤0.01% | 1248 |
|
|
2022
Q1 | $39K | Sell |
1,037
-891
| -46% | -$33.5K | ﹤0.01% | 1231 |
|
|
2021
Q4 | $95K | Sell |
1,928
-115
| -6% | -$5.67K | 0.01% | 1024 |
|
|
2021
Q3 | $87K | Buy |
2,043
+150
| +8% | +$6.39K | 0.01% | 1062 |
|
|
2021
Q2 | $102K | Buy |
1,893
+33
| +2% | +$1.78K | 0.01% | 974 |
|
|
2021
Q1 | $94K | Hold |
1,860
| – | – | 0.01% | 964 |
|
|
2020
Q4 | $78K | Sell |
1,860
-168
| -8% | -$7.05K | 0.01% | 992 |
|
|
2020
Q3 | $56K | Hold |
2,028
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q2 | $68K | Hold |
2,028
| – | – | 0.01% | 855 |
|
|
2020
Q1 | $64K | Buy |
2,028
+743
| +58% | +$23.4K | 0.01% | 802 |
|
|
2019
Q4 | $62K | Buy |
1,285
+1,165
| +971% | +$56.2K | 0.01% | 874 |
|
|
2019
Q3 | $5K | Sell |
120
-1,253
| -91% | -$52.2K | ﹤0.01% | 1342 |
|
|
2019
Q2 | $50K | Sell |
1,373
-41
| -3% | -$1.49K | 0.01% | 864 |
|
|
2019
Q1 | $51K | Buy |
1,414
+20
| +1% | +$721 | 0.01% | 877 |
|
|
2018
Q4 | $39K | Buy |
+1,394
| New | +$39K | ﹤0.01% | 903 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5279 |
|