Rothschild Investment LLC’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 | $34.2K | Buy |
535
+111
| +26% | +$7.1K | ﹤0.01% | 880 |
|
|
2025
Q1 | $17.1K | Sell |
424
-153
| -27% | -$6.19K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $26K | Buy |
577
+76
| +15% | +$3.42K | ﹤0.01% | 934 |
|
|
2024
Q3 | $25.9K | Sell |
501
-163
| -25% | -$8.42K | ﹤0.01% | 939 |
|
|
2024
Q2 | $38K | Buy |
664
+13
| +2% | +$745 | ﹤0.01% | 815 |
|
|
2024
Q1 | $33.6K | Buy |
651
+185
| +40% | +$9.54K | ﹤0.01% | 812 |
|
|
2023
Q4 | $18.4K | Buy |
+466
| New | +$18.4K | ﹤0.01% | 883 |
|
|
2019
Q2 | – | Sell |
-27,561
| Closed | -$1M | – | 399 |
|
|
2019
Q1 | $1M | Sell |
27,561
-5,325
| -16% | -$193K | 0.12% | 170 |
|
|
2018
Q4 | $919K | Sell |
32,886
-19,812
| -38% | -$554K | 0.12% | 157 |
|
|
2018
Q3 | $2.33M | Buy |
52,698
+33,472
| +174% | +$1.48M | 0.27% | 99 |
|
|
2018
Q2 | $1.13M | Buy |
19,226
+9,790
| +104% | +$573K | 0.14% | 155 |
|
|
2018
Q1 | $658K | Buy |
+9,436
| New | +$658K | 0.08% | 208 |
|
|
2016
Q4 | – | Sell |
-15,205
| Closed | -$672K | – | 489 |
|
|
2016
Q3 | $672K | Buy |
15,205
+94
| +0.6% | +$4.15K | 0.08% | 221 |
|
|
2016
Q2 | $540K | Buy |
15,111
+5,764
| +62% | +$206K | 0.07% | 247 |
|
|
2016
Q1 | $334K | Hold |
9,347
| – | – | 0.04% | 330 |
|
|
2015
Q4 | $424K | Buy |
9,347
+4,472
| +92% | +$203K | 0.05% | 293 |
|
|
2015
Q3 | $293K | Buy |
+4,875
| New | +$293K | 0.04% | 358 |
|