LMCG Investments’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 | $298K | Sell |
4,663
-1,963
| -30% | -$126K | 0.02% | 208 |
|
|
2025
Q1 | $268K | Sell |
6,626
-5,863
| -47% | -$237K | 0.02% | 215 |
|
|
2024
Q4 | $563K | Sell |
12,489
-353
| -3% | -$15.9K | 0.03% | 194 |
|
|
2024
Q3 | $663K | Sell |
12,842
-2,500
| -16% | -$129K | 0.04% | 176 |
|
|
2024
Q2 | $879K | Sell |
15,342
-6,166
| -29% | -$353K | 0.05% | 204 |
|
|
2024
Q1 | $1.11M | Sell |
21,508
-92,115
| -81% | -$4.75M | 0.07% | 184 |
|
|
2023
Q4 | $4.5M | Sell |
113,623
-476
| -0.4% | -$18.8K | 0.28% | 101 |
|
|
2023
Q3 | $3.94M | Sell |
114,099
-1,126
| -1% | -$38.8K | 0.27% | 107 |
|
|
2023
Q2 | $3.3M | Sell |
115,225
-6,167
| -5% | -$177K | 0.21% | 118 |
|
|
2023
Q1 | $3.46M | Buy |
121,392
+1,789
| +1% | +$50.9K | 0.23% | 114 |
|
|
2022
Q4 | $2.85M | Sell |
119,603
-5,219
| -4% | -$124K | 0.2% | 128 |
|
|
2022
Q3 | $3.07M | Buy |
124,822
+11,184
| +10% | +$275K | 0.22% | 124 |
|
|
2022
Q2 | $3.85M | Buy |
113,638
+2,767
| +2% | +$93.8K | 0.27% | 106 |
|
|
2022
Q1 | $4.16M | Buy |
+110,871
| New | +$4.16M | 0.24% | 113 |
|