Toth Financial Advisory’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,691
| Closed | -$899K | – | 773 |
|
|
2024
Q2 | $899K | Buy |
+15,691
| New | +$899K | 0.11% | 126 |
|
|
2023
Q2 | – | Sell |
-114
| Closed | -$3.24K | – | 893 |
|
|
2023
Q1 | $3.24K | Buy |
+114
| New | +$3.24K | ﹤0.01% | 589 |
|
|
2022
Q1 | – | Sell |
-5,292
| Closed | -$261K | – | 809 |
|
|
2021
Q4 | $261K | Buy |
+5,292
| New | +$261K | 0.04% | 188 |
|
|
2021
Q3 | – | Sell |
-15,545
| Closed | -$836K | – | 798 |
|
|
2021
Q2 | $836K | Buy |
15,545
+1,786
| +13% | +$96.1K | 0.13% | 119 |
|
|
2021
Q1 | $694K | Buy |
+13,759
| New | +$694K | 0.11% | 142 |
|
|
2019
Q2 | – | Sell |
-53
| Closed | -$2K | – | 476 |
|
|
2019
Q1 | $2K | Sell |
53
-609
| -92% | -$23K | ﹤0.01% | 394 |
|
|
2018
Q4 | $18K | Hold |
662
| – | – | ﹤0.01% | 250 |
|
|
2018
Q3 | $29K | Hold |
662
| – | – | 0.01% | 236 |
|
|
2018
Q2 | $39K | Hold |
662
| – | – | 0.01% | 219 |
|
|
2018
Q1 | $46K | Hold |
662
| – | – | 0.01% | 218 |
|
|
2017
Q4 | $40K | Buy |
+662
| New | +$40K | 0.01% | 225 |
|