IIM

Ironwood Investment Management’s Western Digital WDC Stock Holding History

Ironwood Investment Management’s Portfolio WDC Stock Details WDC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,590	Closed	-$206K	–	170
2022 Q2	$206K	Hold	4,590	–	–	0.14%	145
2022 Q1	$228K	Hold	4,590	–	–	0.12%	157
2021 Q4	$299K	Hold	4,590	–	–	0.15%	146
2021 Q3	$259K	Hold	4,590	–	–	0.13%	155
2021 Q2	$327K	Hold	4,590	–	–	0.17%	144
2021 Q1	$306K	Hold	4,590	–	–	0.16%	143
2020 Q4	$254K	Buy	+4,590	New	+$254K	0.15%	145
2020 Q3	–	Sell	-6,940	Closed	-$306K	–	163
2020 Q2	$306K	Sell	6,940 -250	-3%	-$11K	0.24%	123
2020 Q1	$299K	Sell	7,190 -5,100	-41%	-$212K	0.3%	120
2019 Q4	$780K	Buy	12,290 +1,520	+14%	+$96.5K	0.54%	59
2019 Q3	$642K	Buy	10,770 +580	+6%	+$34.6K	0.48%	78
2019 Q2	$485K	Hold	10,190	–	–	0.38%	96
2019 Q1	$490K	Hold	10,190	–	–	0.4%	97
2018 Q4	$377K	Sell	10,190 -3,000	-23%	-$111K	0.35%	109
2018 Q3	$772K	Hold	13,190	–	–	0.54%	66
2018 Q2	$1.02M	Sell	13,190 -150	-1%	-$11.6K	0.72%	45
2018 Q1	$1.23M	Hold	13,340	–	–	0.9%	35
2017 Q4	$1.06M	Hold	13,340	–	–	0.76%	40
2017 Q3	$1.15M	Hold	13,340	–	–	0.81%	40
2017 Q2	$1.18M	Buy	13,340 +2,750	+26%	+$244K	0.86%	38
2017 Q1	$874K	Hold	10,590	–	–	0.65%	56
2016 Q4	$720K	Sell	10,590 -1,500	-12%	-$102K	0.53%	79
2016 Q3	$707K	Hold	12,090	–	–	0.54%	72
2016 Q2	$571K	Buy	12,090 +150	+1%	+$7.08K	0.43%	96
2016 Q1	$564K	Hold	11,940	–	–	0.37%	101
2015 Q4	$717K	Buy	11,940 +2,425	+25%	+$146K	0.3%	98
2015 Q3	$756K	Hold	9,515	–	–	0.28%	100
2015 Q2	$746K	Buy	9,515 +1,225	+15%	+$96K	0.17%	109
2015 Q1	$754K	Hold	8,290	–	–	0.14%	117
2014 Q4	$918K	Hold	8,290	–	–	0.17%	107
2014 Q3	$807K	Hold	8,290	–	–	0.15%	116
2014 Q2	$765K	Hold	8,290	–	–	0.12%	122
2014 Q1	$761K	Sell	8,290 -3,100	-27%	-$285K	0.11%	112
2013 Q4	$956K	Hold	11,390	–	–	0.13%	102
2013 Q3	$722K	Hold	11,390	–	–	0.11%	112
2013 Q2	$707K	Buy	+11,390	New	+$707K	0.13%	105