Perigon 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
Q2 | $267K | Buy |
+4,177
| New | +$267K | 0.01% | 883 |
|
|
2025
Q1 | – | Sell |
-4,400
| Closed | -$214K | – | 1091 |
|
|
2024
Q4 | $214K | Sell |
4,400
-410
| -9% | -$19.9K | 0.01% | 951 |
|
|
2024
Q3 | $248K | Buy |
+4,810
| New | +$248K | 0.01% | 850 |
|
|
2021
Q1 | – | Sell |
-1,475
| Closed | -$62K | – | 1020 |
|
|
2020
Q4 | $62K | Buy |
+1,475
| New | +$62K | 0.01% | 676 |
|
|
2018
Q2 | – | Sell |
-303
| Closed | -$21K | – | 591 |
|
|
2018
Q1 | $21K | Hold |
303
| – | – | 0.01% | 433 |
|
|
2017
Q4 | $18K | Hold |
303
| – | – | 0.01% | 423 |
|
|
2017
Q3 | $20K | Hold |
303
| – | – | 0.01% | 448 |
|
|
2017
Q2 | $20K | Hold |
303
| – | – | ﹤0.01% | 450 |
|
|
2017
Q1 | $19K | Hold |
303
| – | – | ﹤0.01% | 472 |
|
|
2016
Q4 | $18K | Hold |
303
| – | – | ﹤0.01% | 486 |
|
|
2016
Q3 | $13K | Hold |
303
| – | – | ﹤0.01% | 455 |
|
|
2016
Q2 | $11K | Buy |
+303
| New | +$11K | ﹤0.01% | 370 |
|