Glassman Wealth Services’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	-560	Closed	-$22.2K	–	1812
2023 Q4	$22.2K	Buy	560 +27	+5%	+$945	﹤0.01%	663
2023 Q3	$18.4K	Buy	533 +10	+2%	+$315	﹤0.01%	671
2023 Q2	$15K	Buy	523 +78	+18%	+$2.17K	﹤0.01%	696
2023 Q1	$12.7K	Buy	445 +40	+10%	+$1.17K	﹤0.01%	750
2022 Q4	$9.65K	Buy	405 +13	+3%	+$343	﹤0.01%	834
2022 Q3	$10K	Sell	392 -45	-10%	-$1.49K	﹤0.01%	806
2022 Q2	$15K	Buy	437 +298	+214%	+$12K	﹤0.01%	712
2022 Q1	$5K	Sell	139 -141	-50%	-$5.79K	﹤0.01%	1020
2021 Q4	$14K	Buy	280 +129	+85%	+$5.61K	﹤0.01%	712
2021 Q3	$6K	Sell	151 -70	-32%	-$3.33K	﹤0.01%	934
2021 Q2	$12K	Buy	221 +113	+105%	+$6.11K	﹤0.01%	716
2021 Q1	$5K	Buy	108 +29	+37%	+$1.36K	﹤0.01%	885
2020 Q4	$3K	Buy	79 +51	+182%	+$1.69K	﹤0.01%	1016
2020 Q3	$1K	Sell	28 -43	-61%	-$1.28K	﹤0.01%	1258
2020 Q2	$2K	Buy	71 +38	+115%	+$1.23K	﹤0.01%	914
2020 Q1	$1K	Sell	33 -72	-69%	-$3.19K	﹤0.01%	1015
2019 Q4	$5K	Buy	105 +6	+6%	+$250	﹤0.01%	595
2019 Q3	$4K	Sell	99 -33	-25%	-$1.41K	﹤0.01%	591
2019 Q2	$5K	Sell	132 -8	-6%	-$274	﹤0.01%	563
2019 Q1	$5K	Buy	140 +121	+637%	+$4.14K	﹤0.01%	561
2018 Q4	$1K	Buy	19 +11	+138%	+$390	﹤0.01%	705
2018 Q3	$0	Sell	8 -5	-38%	-$253	﹤0.01%	971
2018 Q2	$1K	Buy	13 +4	+44%	+$255	﹤0.01%	741
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	679
2017 Q4	$1K	Buy	+9	New	+$579	﹤0.01%	624
2017 Q1	–	Sell	-148	Closed	-$8K	–	699
2016 Q4	$8K	Buy	+148	New	+$6.82K	0.01%	393