Glassman Wealth Services’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-560
| Closed | -$22.2K | – | 1812 |
|
|
2023
Q4 | $22.2K | Buy |
560
+27
| +5% | +$1.07K | ﹤0.01% | 663 |
|
|
2023
Q3 | $18.4K | Buy |
533
+10
| +2% | +$345 | ﹤0.01% | 671 |
|
|
2023
Q2 | $15K | Buy |
523
+78
| +18% | +$2.23K | ﹤0.01% | 696 |
|
|
2023
Q1 | $12.7K | Buy |
445
+40
| +10% | +$1.14K | ﹤0.01% | 750 |
|
|
2022
Q4 | $9.65K | Buy |
405
+13
| +3% | +$310 | ﹤0.01% | 834 |
|
|
2022
Q3 | $10K | Sell |
392
-45
| -10% | -$1.15K | ﹤0.01% | 806 |
|
|
2022
Q2 | $15K | Buy |
437
+298
| +214% | +$10.2K | ﹤0.01% | 712 |
|
|
2022
Q1 | $5K | Sell |
139
-141
| -50% | -$5.07K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $14K | Buy |
280
+129
| +85% | +$6.45K | ﹤0.01% | 712 |
|
|
2021
Q3 | $6K | Sell |
151
-70
| -32% | -$2.78K | ﹤0.01% | 934 |
|
|
2021
Q2 | $12K | Buy |
221
+113
| +105% | +$6.14K | ﹤0.01% | 716 |
|
|
2021
Q1 | $5K | Buy |
108
+29
| +37% | +$1.34K | ﹤0.01% | 885 |
|
|
2020
Q4 | $3K | Buy |
79
+51
| +182% | +$1.94K | ﹤0.01% | 1016 |
|
|
2020
Q3 | $1K | Sell |
28
-43
| -61% | -$1.54K | ﹤0.01% | 1257 |
|
|
2020
Q2 | $2K | Buy |
71
+38
| +115% | +$1.07K | ﹤0.01% | 914 |
|
|
2020
Q1 | $1K | Sell |
33
-72
| -69% | -$2.18K | ﹤0.01% | 1014 |
|
|
2019
Q4 | $5K | Buy |
105
+6
| +6% | +$286 | ﹤0.01% | 595 |
|
|
2019
Q3 | $4K | Sell |
99
-33
| -25% | -$1.33K | ﹤0.01% | 591 |
|
|
2019
Q2 | $5K | Sell |
132
-8
| -6% | -$303 | ﹤0.01% | 563 |
|
|
2019
Q1 | $5K | Buy |
140
+121
| +637% | +$4.32K | ﹤0.01% | 561 |
|
|
2018
Q4 | $1K | Buy |
19
+11
| +138% | +$579 | ﹤0.01% | 704 |
|
|
2018
Q3 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 971 |
|
|
2018
Q2 | $1K | Buy |
13
+4
| +44% | +$308 | ﹤0.01% | 740 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 679 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 624 |
|
|
2017
Q1 | – | Sell |
-148
| Closed | -$8K | – | 698 |
|
|
2016
Q4 | $8K | Buy |
+148
| New | +$8K | 0.01% | 393 |
|