WESPAC 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
Q3 | – | Sell |
-13,743
| Closed | -$787K | – | 167 |
|
|
2024
Q2 | $787K | Sell |
13,743
-3,449
| -20% | -$198K | 0.62% | 56 |
|
|
2024
Q1 | $887K | Sell |
17,192
-2,714
| -14% | -$140K | 0.52% | 69 |
|
|
2023
Q4 | $788K | Buy |
+19,906
| New | +$788K | 0.55% | 61 |
|
|
2020
Q1 | – | Sell |
-13,771
| Closed | -$661K | – | 92 |
|
|
2019
Q4 | $661K | Buy |
13,771
+3,583
| +35% | +$172K | 0.65% | 57 |
|
|
2019
Q3 | $459K | Buy |
+10,188
| New | +$459K | 0.46% | 66 |
|
|
2017
Q4 | – | Sell |
-45,427
| Closed | -$2.97M | – | 141 |
|
|
2017
Q3 | $2.97M | Sell |
45,427
-1,439
| -3% | -$94K | 1.96% | 11 |
|
|
2017
Q2 | $3.14M | Buy |
46,866
+17,970
| +62% | +$1.2M | 2.15% | 6 |
|
|
2017
Q1 | $1.8M | Sell |
28,896
-1,947
| -6% | -$121K | 2.08% | 8 |
|
|
2016
Q4 | $1.58M | Buy |
+30,843
| New | +$1.58M | 1.78% | 15 |
|