Edgestream Partners’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-98,288
| Closed | -$5.07M | – | 1118 |
|
|
2024
Q3 | $5.07M | Buy |
98,288
+86,955
| +767% | +$4.49M | 0.22% | 131 |
|
|
2024
Q2 | $649K | Sell |
11,333
-20,613
| -65% | -$1.18M | 0.03% | 623 |
|
|
2024
Q1 | $1.65M | Buy |
+31,946
| New | +$1.65M | 0.08% | 384 |
|
|
2020
Q3 | – | Sell |
-85,286
| Closed | -$2.85M | – | 366 |
|
|
2020
Q2 | $2.85M | Buy |
+85,286
| New | +$2.85M | 0.15% | 167 |
|
|
2019
Q1 | – | Sell |
-58,825
| Closed | -$1.64M | – | 300 |
|
|
2018
Q4 | $1.64M | Buy |
+58,825
| New | +$1.64M | 0.29% | 110 |
|