Valeo Financial Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,562
| Closed | -$260K | – | 674 |
|
|
2023
Q4 | $260K | Sell |
6,562
-50
| -0.8% | -$1.98K | 0.01% | 534 |
|
|
2023
Q3 | $228K | Buy |
+6,612
| New | +$228K | 0.01% | 532 |
|
|
2022
Q4 | – | Sell |
-15,344
| Closed | -$378K | – | 579 |
|
|
2022
Q3 | $378K | Sell |
15,344
-4,650
| -23% | -$115K | 0.02% | 294 |
|
|
2022
Q2 | $678K | Sell |
19,994
-69
| -0.3% | -$2.34K | 0.04% | 207 |
|
|
2022
Q1 | $753K | Sell |
20,063
-1,927
| -9% | -$72.3K | 0.04% | 234 |
|
|
2021
Q4 | $1.08M | Buy |
21,990
+589
| +3% | +$29K | 0.06% | 175 |
|
|
2021
Q3 | $913K | Buy |
21,401
+14,752
| +222% | +$629K | 0.05% | 194 |
|
|
2021
Q2 | $358K | Sell |
6,649
-904
| -12% | -$48.7K | 0.02% | 312 |
|
|
2021
Q1 | $381K | Buy |
7,553
+209
| +3% | +$10.5K | 0.02% | 312 |
|
|
2020
Q4 | $307K | Buy |
7,344
+6,615
| +907% | +$277K | 0.02% | 322 |
|
|
2020
Q3 | $20K | Sell |
729
-69
| -9% | -$1.89K | ﹤0.01% | 887 |
|
|
2020
Q2 | $27K | Buy |
798
+764
| +2,247% | +$25.9K | ﹤0.01% | 908 |
|
|
2020
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 1680 |
|
|
2019
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1402 |
|
|
2019
Q1 | – | Sell |
-662
| Closed | -$18K | – | 1682 |
|
|
2018
Q4 | $18K | Sell |
662
-1,319
| -67% | -$35.9K | ﹤0.01% | 732 |
|
|
2018
Q3 | $64K | Buy |
1,981
+601
| +44% | +$19.4K | 0.01% | 499 |
|
|
2018
Q2 | $67K | Sell |
1,380
-45
| -3% | -$2.19K | 0.01% | 484 |
|
|
2018
Q1 | $99K | Buy |
1,425
+763
| +115% | +$53K | 0.02% | 370 |
|
|
2017
Q4 | $40K | Buy |
662
+580
| +707% | +$35K | 0.01% | 514 |
|
|
2017
Q3 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 881 |
|