Simon Quick Advisors’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 | $534K | Buy |
+8,340
| New | +$534K | 0.02% | 413 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$5K | – | 480 |
|
|
2020
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 401 |
|
|
2020
Q3 | $4K | Hold |
130
| – | – | ﹤0.01% | 388 |
|
|
2020
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $4K | Sell |
130
-119
| -48% | -$3.66K | ﹤0.01% | 373 |
|
|
2019
Q4 | $12K | Hold |
249
| – | – | ﹤0.01% | 382 |
|
|
2019
Q3 | $11K | Hold |
249
| – | – | ﹤0.01% | 265 |
|
|
2019
Q2 | $8.94K | Hold |
249
| – | – | ﹤0.01% | 232 |
|
|
2019
Q1 | $9K | Hold |
249
| – | – | ﹤0.01% | 342 |
|
|
2018
Q4 | $7K | Sell |
249
-1,058
| -81% | -$29.7K | ﹤0.01% | 282 |
|
|
2018
Q3 | $58K | Buy |
1,307
+661
| +102% | +$29.3K | 0.02% | 166 |
|
|
2018
Q2 | $37K | Sell |
646
-397
| -38% | -$22.7K | 0.02% | 207 |
|
|
2018
Q1 | $73K | Buy |
1,043
+191
| +22% | +$13.4K | 0.03% | 151 |
|
|
2017
Q4 | $57K | Hold |
852
| – | – | 0.03% | 217 |
|
|
2017
Q3 | $56K | Buy |
852
+603
| +242% | +$39.6K | 0.02% | 258 |
|
|
2017
Q2 | $17K | Hold |
249
| – | – | 0.01% | 199 |
|
|
2017
Q1 | $16K | Sell |
249
-1,433
| -85% | -$92.1K | 0.01% | 229 |
|
|
2016
Q4 | $86K | Buy |
+1,682
| New | +$86K | 0.06% | 129 |
|