Frank Rimerman Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,874
| Closed | -$367K | – | 115 |
|
|
2023
Q1 | $367K | Sell |
12,874
-35
| -0.3% | -$997 | 0.1% | 72 |
|
|
2022
Q4 | $308K | Sell |
12,909
-31
| -0.2% | -$739 | 0.1% | 68 |
|
|
2022
Q3 | $318K | Buy |
12,940
+296
| +2% | +$7.28K | 0.11% | 62 |
|
|
2022
Q2 | $428K | Buy |
12,644
+5,198
| +70% | +$176K | 0.16% | 51 |
|
|
2022
Q1 | $279K | Hold |
7,446
| – | – | 0.09% | 107 |
|
|
2021
Q4 | $367K | Buy |
+7,446
| New | +$367K | 0.12% | 87 |
|