Tompkins Financial’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
Q1 | $27K | Sell |
100
-84
| -46% | -$21.9K | ﹤0.01% | 366 |
|
|
2025
Q4 | $31.7K | Hold |
184
| – | – | ﹤0.01% | 339 |
|
|
2025
Q3 | $22.1K | Hold |
184
| – | – | ﹤0.01% | 383 |
|
|
2025
Q2 | $11.8K | Hold |
184
| – | – | ﹤0.01% | 430 |
|
|
2025
Q1 | $7.44K | Sell |
184
-81
| -31% | -$3.84K | ﹤0.01% | 464 |
|
|
2024
Q4 | $11.9K | Hold |
265
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $13.7K | Sell |
265
-132
| -33% | -$6.67K | ﹤0.01% | 453 |
|
|
2024
Q2 | $22.7K | Hold |
397
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $20.5K | Hold |
397
| – | – | ﹤0.01% | 428 |
|
|
2023
Q4 | $15.7K | Hold |
397
| – | – | ﹤0.01% | 450 |
|
|
2023
Q3 | $13.7K | Hold |
397
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $11.4K | Hold |
397
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $11.3K | Hold |
397
| – | – | ﹤0.01% | 476 |
|
|
2022
Q4 | $9K | Hold |
397
| – | – | ﹤0.01% | 500 |
|
|
2022
Q3 | $10K | Hold |
397
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $13K | Hold |
397
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $15K | Buy |
+397
| New | +$16.3K | ﹤0.01% | 460 |
|
|
2016
Q1 | – | Sell |
-2,379
| Closed | -$108K | – | 553 |
|
|
2015
Q4 | $108K | Buy |
+2,379
| New | +$121K | 0.03% | 190 |
|
|
2015
Q3 | – | Sell |
-225
| Closed | -$13K | – | 513 |
|
|
2015
Q2 | $13K | Sell |
225
-1,156
| -84% | -$82.8K | ﹤0.01% | 409 |
|
|
2015
Q1 | $95K | Buy |
1,381
+436
| +46% | +$34.1K | 0.02% | 213 |
|
|
2014
Q4 | $79K | Buy |
945
+874
| +1,231% | +$66K | 0.02% | 214 |
|
|
2014
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 437 |
|
|
2014
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 449 |
|
|
2014
Q1 | $5K | Hold |
71
| – | – | ﹤0.01% | 444 |
|
|
2013
Q4 | $5K | Buy |
+71
| New | +$3.97K | ﹤0.01% | 465 |
|
|
2013
Q3 | – | Sell |
-205
| Closed | -$10K | – | 495 |
|
|
2013
Q2 | $10K | Buy |
+205
| New | +$8.98K | ﹤0.01% | 401 |
|
Other funds holding WDC
VCM
VPM
