Financial Architects (New Jersey)’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
– Sell
-6,784
Closed -$230K – 312
2022
Q2
$230K Buy
6,784
+64
+1% +$2.57K 0.29% 51
2022
Q1
$252K Buy
+6,720
New +$276K 0.04% 291
2020
Q3
– Sell
-132
Closed -$4K – 768
2020
Q2
$4K Hold
132
– – ﹤0.01% 762
2020
Q1
$4K Hold
132
– – ﹤0.01% 739
2019
Q4
$6K Hold
132
– – ﹤0.01% 751
2019
Q3
$6K Sell
132
-2,731
-95% -$117K ﹤0.01% 814
2019
Q2
$103K Sell
2,863
-6,268
-69% -$215K 0.02% 369
2019
Q1
$332K Buy
9,131
+2,155
+31% +$73.8K 0.06% 226
2018
Q4
$195K Hold
6,976
– – 0.04% 266
2018
Q3
$309K Sell
6,976
-23
-0.3% -$1.17K 0.05% 233
2018
Q2
$409K Sell
6,999
-1,432
-17% -$91.1K 0.07% 185
2018
Q1
$588K Buy
8,431
+3,057
+57% +$206K 0.11% 135
2017
Q4
$323K Sell
5,374
-667
-11% -$42.9K 0.05% 231
2017
Q3
$394K Sell
6,041
-1,419
-19% -$94.2K 0.07% 189
2017
Q2
$499K Buy
7,460
+3,429
+85% +$228K 0.09% 155
2017
Q1
$252K Buy
4,031
+1,770
+78% +$102K 0.04% 243
2016
Q4
$116K Sell
2,261
-48
-2% -$2.21K 0.03% 361
2016
Q3
$102K Sell
2,309
-426
-16% -$16.1K 0.03% 397
2016
Q2
$98K Buy
2,735
+475
+21% +$15.6K 0.03% 378
2016
Q1
$81K Buy
+2,260
New +$80.8K 0.03% 320
2015
Q3
– Sell
-351
Closed -$21K – 920
2015
Q2
$21K Hold
351
– – 0.01% 638
2015
Q1
$24K Buy
351
+282
+409% +$22.1K 0.01% 540
2014
Q4
$6K Buy
+69
New +$5.21K ﹤0.01% 810

Other funds holding WDC

Financial Architects (New Jersey)'s WDC Position: Q3 2022 in Review

Financial Architects (New Jersey) sold out of Western Digital (WDC) in Q3 2022, closing a stake of 6,784 shares — an estimated $230K sold.

Financial Architects (New Jersey) first reported a position in WDC in Q4 2014 and held it in 23 quarters. The position peaked at $588K in Q1 2018. 577 funds tracked by Wall St. Rank hold WDC as of Q3 2022.

  • Financial Architects (New Jersey) reported no remaining Western Digital position as of Q3 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 6,784 Western Digital shares in Q3 2022, an estimated $230K.
  • Financial Architects (New Jersey) first reported a position in Western Digital in Q4 2014 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Western Digital position peaked at $588K in Q1 2018.
  • 577 funds tracked by Wall St. Rank held Western Digital as of Q3 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2022, filed 14 Nov 2022.