Forum Financial Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
5,895
+193
| +3% | +$12.4K | 0.01% | 533 |
|
|
2025
Q1 | $231K | Sell |
5,702
-1,728
| -23% | -$69.9K | ﹤0.01% | 744 |
|
|
2024
Q4 | $335K | Buy |
7,430
+177
| +2% | +$7.98K | 0.01% | 545 |
|
|
2024
Q3 | $374K | Buy |
7,253
+172
| +2% | +$8.88K | 0.01% | 423 |
|
|
2024
Q2 | $406K | Sell |
7,081
-385
| -5% | -$22K | 0.01% | 376 |
|
|
2024
Q1 | $385K | Hold |
7,466
| – | – | 0.01% | 412 |
|
|
2023
Q4 | $296K | Buy |
7,466
+918
| +14% | +$36.3K | 0.01% | 462 |
|
|
2023
Q3 | $226K | Buy |
+6,548
| New | +$226K | 0.01% | 539 |
|
|
2022
Q3 | – | Sell |
-6,477
| Closed | -$219K | – | 602 |
|
|
2022
Q2 | $219K | Buy |
6,477
+637
| +11% | +$21.5K | 0.01% | 478 |
|
|
2022
Q1 | $219K | Buy |
5,840
+529
| +10% | +$19.8K | 0.01% | 529 |
|
|
2021
Q4 | $262K | Buy |
+5,311
| New | +$262K | 0.01% | 481 |
|