Forum Financial 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
2026 Q1	–	Sell	-5,430	Closed	-$935K	–	990
2025 Q4	$935K	Sell	5,430 -1,078	-17%	-$163K	0.01%	263
2025 Q3	$781K	Buy	6,508 +613	+10%	+$50.1K	0.01%	299
2025 Q2	$377K	Buy	5,895 +193	+3%	+$9.19K	0.01%	534
2025 Q1	$231K	Sell	5,702 -1,728	-23%	-$82K	﹤0.01%	745
2024 Q4	$335K	Buy	7,430 +177	+2%	+$8.9K	0.01%	545
2024 Q3	$374K	Buy	7,253 +172	+2%	+$8.69K	0.01%	425
2024 Q2	$406K	Sell	7,081 -385	-5%	-$21.4K	0.01%	377
2024 Q1	$385K	Hold	7,466	–	–	0.01%	413
2023 Q4	$296K	Buy	7,466 +918	+14%	+$32.1K	0.01%	463
2023 Q3	$226K	Buy	+6,548	New	+$207K	0.01%	540
2022 Q3	–	Sell	-6,477	Closed	-$219K	–	603
2022 Q2	$219K	Buy	6,477 +637	+11%	+$25.6K	0.01%	479
2022 Q1	$219K	Buy	5,840 +529	+10%	+$21.7K	0.01%	529
2021 Q4	$262K	Buy	+5,311	New	+$231K	0.01%	482