Nicholas Hoffman & Company’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,033
| Closed | -$222K | – | 273 |
|
|
2022
Q3 | $222K | Hold |
9,033
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $306K | Sell |
9,033
-1,912
| -17% | -$64.8K | 0.01% | 203 |
|
|
2022
Q1 | $411K | Hold |
10,945
| – | – | 0.02% | 191 |
|
|
2021
Q4 | $539K | Sell |
10,945
-217
| -2% | -$10.7K | 0.02% | 162 |
|
|
2021
Q3 | $476K | Hold |
11,162
| – | – | 0.08% | 164 |
|
|
2021
Q2 | $600K | Buy |
11,162
+651
| +6% | +$35K | 0.11% | 140 |
|
|
2021
Q1 | $530K | Buy |
10,511
+1,911
| +22% | +$96.4K | 0.11% | 144 |
|
|
2020
Q4 | $360K | Buy |
+8,600
| New | +$360K | 0.08% | 160 |
|