JFS Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $196K | Buy |
307
+2
| +0.7% | +$972 | 0.01% | 341 |
|
|
2026
Q1 | $82.5K | Buy |
305
+12
| +4% | +$3.13K | ﹤0.01% | 431 |
|
|
2025
Q4 | $50.5K | Buy |
293
+86
| +42% | +$13K | ﹤0.01% | 515 |
|
|
2025
Q3 | $24.9K | Buy |
207
+6
| +3% | +$490 | ﹤0.01% | 653 |
|
|
2025
Q2 | $12.9K | Buy |
201
+8
| +4% | +$381 | ﹤0.01% | 788 |
|
|
2025
Q1 | $7.8K | Sell |
193
-42
| -18% | -$1.99K | ﹤0.01% | 962 |
|
|
2024
Q4 | $10.6K | Hold |
235
| – | – | ﹤0.01% | 831 |
|
|
2024
Q3 | $12.2K | Buy |
235
+7
| +3% | +$354 | ﹤0.01% | 791 |
|
|
2024
Q2 | $13K | Hold |
228
| – | – | ﹤0.01% | 714 |
|
|
2024
Q1 | $11.7K | Hold |
228
| – | – | ﹤0.01% | 766 |
|
|
2023
Q4 | $9.01K | Buy |
228
+22
| +11% | +$770 | ﹤0.01% | 807 |
|
|
2023
Q3 | $7.12K | Buy |
206
+38
| +23% | +$1.2K | ﹤0.01% | 848 |
|
|
2023
Q2 | $4.82K | Sell |
168
-26
| -13% | -$723 | ﹤0.01% | 1021 |
|
|
2023
Q1 | $5.54K | Buy |
194
+99
| +104% | +$2.9K | ﹤0.01% | 948 |
|
|
2022
Q4 | $2.27K | Sell |
95
-81
| -46% | -$2.14K | ﹤0.01% | 1325 |
|
|
2022
Q3 | $4K | Buy |
176
+106
| +151% | +$3.52K | ﹤0.01% | 1114 |
|
|
2022
Q2 | $2K | Sell |
70
-58
| -45% | -$2.33K | ﹤0.01% | 1408 |
|
|
2022
Q1 | $5K | Buy |
128
+78
| +156% | +$3.2K | ﹤0.01% | 1084 |
|
|
2021
Q4 | $2K | Buy |
+50
| New | +$2.17K | ﹤0.01% | 1193 |
|
|
2019
Q4 | – | Sell |
-65
| Closed | -$3K | – | 555 |
|
|
2019
Q3 | $3K | Buy |
+65
| New | +$2.77K | ﹤0.01% | 440 |
|
|
2017
Q4 | – | Sell |
-314
| Closed | -$20K | – | 558 |
|
|
2017
Q3 | $20K | Hold |
314
| – | – | 0.01% | 324 |
|
|
2017
Q2 | $21K | Sell |
314
-387
| -55% | -$25.7K | 0.01% | 298 |
|
|
2017
Q1 | $36K | Hold |
701
| – | – | 0.01% | 253 |
|
|
2016
Q4 | $36K | Hold |
701
| – | – | 0.01% | 253 |
|
|
2016
Q3 | $31K | Sell |
701
-978
| -58% | -$36.9K | 0.01% | 283 |
|
|
2016
Q2 | $60K | Buy |
1,679
+978
| +140% | +$32.2K | 0.02% | 239 |
|
|
2016
Q1 | $25K | Hold |
701
| – | – | 0.01% | 303 |
|
|
2015
Q4 | $32K | Hold |
701
| – | – | 0.01% | 284 |
|
|
2015
Q3 | $42K | Buy |
701
+198
| +39% | +$11.9K | 0.02% | 224 |
|
|
2015
Q2 | $30K | Buy |
503
+119
| +31% | +$8.52K | 0.02% | 228 |
|
|
2015
Q1 | $26K | Hold |
384
| – | – | 0.01% | 247 |
|
|
2014
Q4 | $32K | Sell |
384
-53
| -12% | -$4K | 0.01% | 238 |
|
|
2014
Q3 | $32K | Sell |
437
-198
| -31% | -$14.9K | 0.01% | 221 |
|
|
2014
Q2 | $44K | Buy |
+635
| New | +$42.6K | 0.01% | 201 |
|
Other funds holding WDC
CRM
AIP
US
CNB
P
CD
CAMG
DC