Greenleaf Trust’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 | $233K | Buy |
+3,642
| New | +$233K | ﹤0.01% | 719 |
|
|
2024
Q3 | – | Sell |
-6,796
| Closed | -$389K | – | 855 |
|
|
2024
Q2 | $389K | Buy |
+6,796
| New | +$389K | ﹤0.01% | 538 |
|
|
2022
Q1 | – | Sell |
-4,391
| Closed | -$216K | – | 811 |
|
|
2021
Q4 | $216K | Buy |
+4,391
| New | +$216K | ﹤0.01% | 705 |
|
|
2019
Q4 | – | Sell |
-5,176
| Closed | -$233K | – | 578 |
|
|
2019
Q3 | $233K | Buy |
+5,176
| New | +$233K | ﹤0.01% | 476 |
|
|
2018
Q4 | – | Sell |
-5,706
| Closed | -$252K | – | 556 |
|
|
2018
Q3 | $252K | Buy |
5,706
+1,042
| +22% | +$46K | ﹤0.01% | 444 |
|
|
2018
Q2 | $273K | Buy |
4,664
+913
| +24% | +$53.4K | 0.01% | 408 |
|
|
2018
Q1 | $262K | Buy |
3,751
+3,387
| +930% | +$237K | 0.01% | 369 |
|
|
2017
Q4 | $22K | Hold |
364
| – | – | ﹤0.01% | 581 |
|
|
2017
Q3 | $24K | Buy |
+364
| New | +$24K | ﹤0.01% | 543 |
|