Global Retirement Partners’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Buy |
+477
| New | +$30.5K | ﹤0.01% | 2053 |
|
|
2024
Q4 | $34.3K | Sell |
762
-1,482
| -66% | -$66.8K | ﹤0.01% | 1804 |
|
|
2024
Q3 | $116K | Sell |
2,244
-2,259
| -50% | -$117K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $258K | Buy |
4,503
+3,528
| +362% | +$202K | 0.01% | 803 |
|
|
2024
Q1 | $50.3K | Buy |
975
+186
| +24% | +$9.59K | ﹤0.01% | 1409 |
|
|
2023
Q4 | $31.1K | Buy |
789
+28
| +4% | +$1.11K | ﹤0.01% | 1547 |
|
|
2023
Q3 | $26K | Buy |
761
+4
| +0.5% | +$137 | ﹤0.01% | 1543 |
|
|
2023
Q2 | $21.7K | Sell |
757
-661
| -47% | -$18.9K | ﹤0.01% | 1635 |
|
|
2023
Q1 | $35.4K | Buy |
1,418
+567
| +67% | +$14.2K | ﹤0.01% | 1385 |
|
|
2022
Q4 | $20.3K | Sell |
851
-67
| -7% | -$1.6K | ﹤0.01% | 1474 |
|
|
2022
Q3 | $24K | Sell |
918
-159
| -15% | -$4.16K | ﹤0.01% | 1325 |
|
|
2022
Q2 | $36K | Buy |
1,077
+21
| +2% | +$702 | ﹤0.01% | 1132 |
|
|
2022
Q1 | $45K | Buy |
+1,056
| New | +$45K | ﹤0.01% | 1035 |
|
|
2021
Q4 | – | Sell |
-901
| Closed | -$38K | – | 1807 |
|
|
2021
Q3 | $38K | Sell |
901
-4
| -0.4% | -$169 | ﹤0.01% | 951 |
|
|
2021
Q2 | $49K | Buy |
905
+4
| +0.4% | +$217 | 0.01% | 864 |
|
|
2021
Q1 | $45K | Sell |
901
-206
| -19% | -$10.3K | 0.01% | 835 |
|
|
2020
Q4 | $46K | Sell |
1,107
-1,539
| -58% | -$64K | 0.01% | 751 |
|
|
2020
Q3 | $73K | Sell |
2,646
-602
| -19% | -$16.6K | 0.01% | 554 |
|
|
2020
Q2 | $108K | Sell |
3,248
-385
| -11% | -$12.8K | 0.02% | 472 |
|
|
2020
Q1 | $114K | Buy |
3,633
+2,867
| +374% | +$90K | 0.02% | 413 |
|
|
2019
Q4 | $37K | Sell |
766
-24
| -3% | -$1.16K | 0.01% | 728 |
|
|
2019
Q3 | $36K | Sell |
790
-99
| -11% | -$4.51K | 0.01% | 710 |
|
|
2019
Q2 | $32K | Sell |
889
-98
| -10% | -$3.53K | 0.01% | 734 |
|
|
2019
Q1 | $36K | Buy |
987
+393
| +66% | +$14.3K | 0.01% | 638 |
|
|
2018
Q4 | $17K | Buy |
594
+146
| +33% | +$4.18K | ﹤0.01% | 813 |
|
|
2018
Q3 | $20K | Buy |
448
+164
| +58% | +$7.32K | ﹤0.01% | 815 |
|
|
2018
Q2 | $17K | Sell |
284
-37
| -12% | -$2.22K | ﹤0.01% | 857 |
|
|
2018
Q1 | $22K | Buy |
321
+199
| +163% | +$13.6K | 0.01% | 734 |
|
|
2017
Q4 | $7K | Buy |
122
+32
| +36% | +$1.84K | ﹤0.01% | 1037 |
|
|
2017
Q3 | $6K | Sell |
90
-54
| -38% | -$3.6K | ﹤0.01% | 975 |
|
|
2017
Q2 | $10K | Buy |
144
+91
| +172% | +$6.32K | ﹤0.01% | 799 |
|
|
2017
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 995 |
|
|
2016
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 928 |
|