Jessup Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,251
| Closed | -$237K | – | 85 |
|
|
2024
Q4 | $237K | Sell |
5,251
-33
| -0.6% | -$1.49K | 0.1% | 61 |
|
|
2024
Q3 | $273K | Hold |
5,284
| – | – | 0.13% | 50 |
|
|
2024
Q2 | $303K | Hold |
5,284
| – | – | 0.13% | 50 |
|
|
2024
Q1 | $273K | Buy |
5,284
+163
| +3% | +$8.41K | 0.12% | 51 |
|
|
2023
Q4 | $203K | Buy |
+5,121
| New | +$203K | 0.1% | 49 |
|