Institutional & Family Asset Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.4K | Hold |
304
| – | – | ﹤0.01% | 354 |
|
|
2024
Q1 | $15.7K | Sell |
304
-52
| -15% | -$2.68K | ﹤0.01% | 352 |
|
|
2023
Q4 | $14.1K | Hold |
356
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $12.3K | Sell |
356
-254
| -42% | -$8.75K | ﹤0.01% | 351 |
|
|
2023
Q2 | $17.5K | Sell |
610
-34
| -5% | -$974 | ﹤0.01% | 323 |
|
|
2023
Q1 | $18.3K | Sell |
644
-85
| -12% | -$2.42K | ﹤0.01% | 320 |
|
|
2022
Q4 | $17.4K | Sell |
729
-411
| -36% | -$9.79K | ﹤0.01% | 321 |
|
|
2022
Q3 | $28K | Sell |
1,140
-325
| -22% | -$7.98K | 0.01% | 277 |
|
|
2022
Q2 | $50K | Hold |
1,465
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $55K | Sell |
1,465
-51
| -3% | -$1.92K | 0.01% | 248 |
|
|
2021
Q4 | $75K | Hold |
1,516
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $65K | Sell |
1,516
-86
| -5% | -$3.69K | 0.01% | 291 |
|
|
2021
Q2 | $86K | Hold |
1,602
| – | – | 0.01% | 264 |
|
|
2021
Q1 | $81K | Hold |
1,602
| – | – | 0.02% | 291 |
|
|
2020
Q4 | $67K | Hold |
1,602
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $44K | Hold |
1,602
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $53K | Buy |
1,602
+10
| +0.6% | +$331 | 0.01% | 299 |
|
|
2020
Q1 | $50K | Buy |
1,592
+212
| +15% | +$6.66K | 0.01% | 272 |
|
|
2019
Q4 | $66K | Buy |
1,380
+334
| +32% | +$16K | 0.01% | 292 |
|
|
2019
Q3 | $47K | Buy |
1,046
+9
| +0.9% | +$404 | 0.01% | 297 |
|
|
2019
Q2 | $37K | Hold |
1,037
| – | – | 0.01% | 346 |
|
|
2019
Q1 | $38K | Buy |
1,037
+649
| +167% | +$23.8K | 0.01% | 355 |
|
|
2018
Q4 | $11K | Sell |
388
-2,032
| -84% | -$57.6K | ﹤0.01% | 465 |
|
|
2018
Q3 | $107K | Sell |
2,420
-140
| -5% | -$6.19K | 0.02% | 253 |
|
|
2018
Q2 | $150K | Sell |
2,560
-66
| -3% | -$3.87K | 0.03% | 216 |
|
|
2018
Q1 | $183K | Buy |
+2,626
| New | +$183K | 0.04% | 175 |
|