Shulman DeMeo Asset Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.27M	Sell	5,123 -20	-0.4%	-$9.72K	0.61%	14
2026 Q1	$1.39M	Sell	5,143 -49	-0.9%	-$12.8K	0.3%	28
2025 Q4	$895K	Sell	5,192 -26	-0.5%	-$3.94K	0.2%	37
2025 Q3	$626K	Sell	5,218 -55	-1%	-$4.5K	0.14%	51
2025 Q2	$337K	Sell	5,273 -214	-4%	-$10.2K	0.08%	86
2025 Q1	$222K	Sell	5,487 -1,813	-25%	-$86K	0.06%	103
2024 Q4	$329K	Hold	7,300	–	–	0.09%	85
2024 Q3	$377K	Sell	7,300 -256	-3%	-$12.9K	0.09%	86
2024 Q2	$433K	Sell	7,556 -1,092	-13%	-$60.6K	0.11%	76
2024 Q1	$446K	Sell	8,648 -130	-1%	-$5.69K	0.12%	78
2023 Q4	$347K	Hold	8,778	–	–	0.1%	91
2023 Q3	$303K	Sell	8,778 -191	-2%	-$6.03K	0.1%	90
2023 Q2	$257K	Hold	8,969	–	–	0.08%	105
2023 Q1	$255K	Sell	8,969 -17	-0.2%	-$499	0.08%	107
2022 Q4	$214K	Sell	8,986 -2,353	-21%	-$62.1K	0.07%	117
2022 Q3	$279K	Sell	11,339 -180	-2%	-$5.97K	0.1%	101
2022 Q2	$390K	Sell	11,519 -437	-4%	-$17.6K	0.13%	82
2022 Q1	$449K	Sell	11,956 -3	-0%	-$123	0.12%	80
2021 Q4	$589K	Sell	11,959 -2	-0%	-$87	0.15%	60
2021 Q3	$510K	Buy	+11,961	New	+$568K	0.44%	42
2021 Q2	–	Sell	-11,964	Closed	-$604K	–	143
2021 Q1	$604K	Buy	11,964 +1,310	+12%	+$61.3K	0.16%	62
2020 Q4	$446K	Sell	10,654 -307	-3%	-$10.2K	0.13%	79
2020 Q3	$303K	Sell	10,961 -275	-2%	-$8.17K	0.1%	85
2020 Q2	$375K	Buy	11,236 +2,648	+31%	+$85.8K	0.15%	72
2020 Q1	$270K	Sell	8,588 -91	-1%	-$4.03K	0.13%	72
2019 Q4	$416K	Sell	8,679 -749	-8%	-$31.2K	0.14%	74
2019 Q3	$425K	Buy	9,428 +936	+11%	+$40K	0.14%	73
2019 Q2	$305K	Buy	8,492 +26	+0.3%	+$891	0.11%	91
2019 Q1	$308K	Buy	+8,466	New	+$290K	0.12%	84