SDAM
Shulman DeMeo Asset Management’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
5,273
-214
| -4% | -$13.7K | 0.08% | 86 |
|
|
2025
Q1 | $222K | Sell |
5,487
-31
| -0.6% | -$1.25K | 0.06% | 103 |
|
|
2024
Q4 | $329K | Hold |
5,518
| – | – | 0.09% | 85 |
|
|
2024
Q3 | $377K | Sell |
5,518
-193
| -3% | -$13.2K | 0.09% | 86 |
|
|
2024
Q2 | $433K | Sell |
5,711
-826
| -13% | -$62.6K | 0.11% | 76 |
|
|
2024
Q1 | $446K | Sell |
6,537
-98
| -1% | -$6.69K | 0.12% | 78 |
|
|
2023
Q4 | $347K | Hold |
6,635
| – | – | 0.1% | 91 |
|
|
2023
Q3 | $303K | Sell |
6,635
-144
| -2% | -$6.57K | 0.1% | 90 |
|
|
2023
Q2 | $257K | Hold |
6,779
| – | – | 0.08% | 105 |
|
|
2023
Q1 | $255K | Sell |
6,779
-13
| -0.2% | -$490 | 0.08% | 107 |
|
|
2022
Q4 | $214K | Sell |
6,792
-1,779
| -21% | -$56.1K | 0.07% | 117 |
|
|
2022
Q3 | $279K | Sell |
8,571
-136
| -2% | -$4.43K | 0.1% | 101 |
|
|
2022
Q2 | $390K | Sell |
8,707
-330
| -4% | -$14.8K | 0.13% | 82 |
|
|
2022
Q1 | $449K | Sell |
9,037
-2
| -0% | -$99 | 0.12% | 80 |
|
|
2021
Q4 | $589K | Sell |
9,039
-2
| -0% | -$130 | 0.15% | 60 |
|
|
2021
Q3 | $510K | Buy |
+9,041
| New | +$510K | 0.44% | 42 |
|
|
2021
Q2 | – | Sell |
-9,043
| Closed | -$604K | – | 143 |
|
|
2021
Q1 | $604K | Buy |
9,043
+990
| +12% | +$66.1K | 0.16% | 62 |
|
|
2020
Q4 | $446K | Sell |
8,053
-232
| -3% | -$12.8K | 0.13% | 79 |
|
|
2020
Q3 | $303K | Sell |
8,285
-208
| -2% | -$7.61K | 0.1% | 85 |
|
|
2020
Q2 | $375K | Buy |
8,493
+2,002
| +31% | +$88.4K | 0.15% | 72 |
|
|
2020
Q1 | $270K | Sell |
6,491
-69
| -1% | -$2.87K | 0.13% | 72 |
|
|
2019
Q4 | $416K | Sell |
6,560
-566
| -8% | -$35.9K | 0.14% | 74 |
|
|
2019
Q3 | $425K | Buy |
7,126
+707
| +11% | +$42.2K | 0.14% | 73 |
|
|
2019
Q2 | $305K | Buy |
6,419
+20
| +0.3% | +$950 | 0.11% | 91 |
|
|
2019
Q1 | $308K | Buy |
+6,399
| New | +$308K | 0.12% | 84 |
|