Focused Wealth Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,852	Closed	-$73.3K	–	977
2023 Q4	$73.3K	Hold	1,852	–	–	0.01%	257
2023 Q3	$63.9K	Hold	1,852	–	–	0.01%	263
2023 Q2	$53.1K	Hold	1,852	–	–	0.01%	296
2023 Q1	$52.7K	Buy	+1,852	New	+$54.3K	0.01%	301
2022 Q2	–	Sell	-54	Closed	-$2K	–	1116
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	824
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	776
2021 Q3	$2K	Buy	+54	New	+$2.56K	﹤0.01%	836
2020 Q3	–	Sell	-3,638	Closed	-$121K	–	903
2020 Q2	$121K	Hold	3,638	–	–	0.03%	195
2020 Q1	$114K	Hold	3,638	–	–	0.03%	177
2019 Q4	$175K	Buy	3,638 +198	+6%	+$8.26K	0.04%	168
2019 Q3	$155K	Hold	3,440	–	–	0.04%	171
2019 Q2	$124K	Hold	3,440	–	–	0.03%	214
2019 Q1	$125K	Hold	3,440	–	–	0.04%	186
2018 Q4	$96K	Hold	3,440	–	–	0.03%	231
2018 Q3	$152K	Buy	3,440 +662	+24%	+$33.5K	0.05%	183
2018 Q2	$163K	Buy	2,778 +397	+17%	+$25.3K	0.06%	178
2018 Q1	$166K	Hold	2,381	–	–	0.05%	191
2017 Q4	$143K	Buy	+2,381	New	+$153K	0.05%	193