Optimum Investment Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-662
| Closed | -$34.1K | – | 642 |
|
|
2024
Q3 | $34.1K | Hold |
662
| – | – | 0.01% | 386 |
|
|
2024
Q2 | $37.9K | Hold |
662
| – | – | 0.02% | 381 |
|
|
2024
Q1 | $34.1K | Hold |
662
| – | – | 0.02% | 403 |
|
|
2023
Q4 | $26.2K | Sell |
662
-396
| -37% | -$15.7K | 0.01% | 414 |
|
|
2023
Q3 | $36.5K | Hold |
1,058
| – | – | 0.02% | 404 |
|
|
2023
Q2 | $30.3K | Hold |
1,058
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $30.1K | Hold |
1,058
| – | – | 0.02% | 430 |
|
|
2022
Q4 | $25.2K | Sell |
1,058
-927
| -47% | -$22.1K | 0.01% | 456 |
|
|
2022
Q3 | $49K | Hold |
1,985
| – | – | 0.03% | 379 |
|
|
2022
Q2 | $67K | Sell |
1,985
-1,984
| -50% | -$67K | 0.03% | 348 |
|
|
2022
Q1 | $149K | Hold |
3,969
| – | – | 0.06% | 258 |
|
|
2021
Q4 | $196K | Hold |
3,969
| – | – | 0.08% | 227 |
|
|
2021
Q3 | $169K | Sell |
3,969
-2,249
| -36% | -$95.8K | 0.07% | 247 |
|
|
2021
Q2 | $334K | Hold |
6,218
| – | – | 0.1% | 189 |
|
|
2021
Q1 | $314K | Hold |
6,218
| – | – | 0.09% | 202 |
|
|
2020
Q4 | $260K | Hold |
6,218
| – | – | 0.08% | 217 |
|
|
2020
Q3 | $172K | Sell |
6,218
-3,969
| -39% | -$110K | 0.06% | 249 |
|
|
2020
Q2 | $340K | Sell |
10,187
-397
| -4% | -$13.3K | 0.12% | 162 |
|
|
2020
Q1 | $333K | Buy |
10,584
+1,191
| +13% | +$37.5K | 0.14% | 158 |
|
|
2019
Q4 | $451K | Sell |
9,393
-397
| -4% | -$19.1K | 0.13% | 174 |
|
|
2019
Q3 | $441K | Buy |
9,790
+5,689
| +139% | +$256K | 0.14% | 168 |
|
|
2019
Q2 | $147K | Hold |
4,101
| – | – | 0.05% | 315 |
|
|
2019
Q1 | $149K | Hold |
4,101
| – | – | 0.05% | 317 |
|
|
2018
Q4 | $115K | Sell |
4,101
-1,191
| -23% | -$33.4K | 0.04% | 340 |
|
|
2018
Q3 | $234K | Sell |
5,292
-1,323
| -20% | -$58.5K | 0.06% | 280 |
|
|
2018
Q2 | $387K | Sell |
6,615
-1,012
| -13% | -$59.2K | 0.11% | 185 |
|
|
2018
Q1 | $532K | Sell |
7,627
-159
| -2% | -$11.1K | 0.16% | 156 |
|
|
2017
Q4 | $468K | Sell |
7,786
-529
| -6% | -$31.8K | 0.15% | 171 |
|
|
2017
Q3 | $543K | Hold |
8,315
| – | – | 0.18% | 152 |
|
|
2017
Q2 | $557K | Sell |
8,315
-463
| -5% | -$31K | 0.19% | 152 |
|
|
2017
Q1 | $548K | Sell |
8,778
-159
| -2% | -$9.93K | 0.19% | 149 |
|
|
2016
Q4 | $459K | Buy |
8,937
+615
| +7% | +$31.6K | 0.17% | 157 |
|
|
2016
Q3 | $368K | Buy |
+8,322
| New | +$368K | 0.14% | 193 |
|
|
2015
Q4 | – | Sell |
-3,909
| Closed | -$235K | – | 292 |
|
|
2015
Q3 | $235K | Buy |
+3,909
| New | +$235K | 0.09% | 231 |
|
|
2015
Q1 | $282K | Hold |
4,095
| – | – | 0.09% | 231 |
|
|
2014
Q4 | $343K | Hold |
4,095
| – | – | 0.11% | 190 |
|
|
2014
Q3 | $301K | Hold |
4,095
| – | – | 0.1% | 193 |
|
|
2014
Q2 | $286K | Hold |
4,095
| – | – | 0.09% | 207 |
|
|
2014
Q1 | $284K | Hold |
4,095
| – | – | 0.11% | 191 |
|
|
2013
Q4 | $260K | Sell |
4,095
-926
| -18% | -$58.8K | 0.1% | 190 |
|
|
2013
Q3 | $241K | Buy |
+5,021
| New | +$241K | 0.1% | 183 |
|