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
2025
Q3
$781K Buy
2025
Q2
$377K Buy
2025
Q1
$231K Sell
2024
Q4
$335K Buy
2024
Q3
$374K Buy
2024
Q2
$406K Sell
2024
Q1
$385K Hold
2023
Q4
$296K Buy
2023
Q3
$226K Buy
2022
Q3
Sell
2022
Q2
$219K Buy
2022
Q1
$219K Buy
2021
Q4
$262K Buy