Wolff Financial Management’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 | $207K | Buy |
+3,229
| New | +$207K | 0.05% | 96 |
|
|
2024
Q4 | – | Sell |
-4,272
| Closed | -$221K | – | 100 |
|
|
2024
Q3 | $221K | Buy |
+4,272
| New | +$221K | 0.06% | 93 |
|
|
2024
Q2 | – | Sell |
-4,272
| Closed | -$220K | – | 97 |
|
|
2024
Q1 | $220K | Buy |
+4,272
| New | +$220K | 0.06% | 93 |
|
|
2022
Q1 | – | Sell |
-4,272
| Closed | -$211K | – | 106 |
|
|
2021
Q4 | $211K | Buy |
+4,272
| New | +$211K | 0.08% | 102 |
|
|
2021
Q1 | $259K | Hold |
5,133
| – | – | 0.12% | 88 |
|
|
2020
Q4 | $215K | Buy |
+5,133
| New | +$215K | 0.11% | 83 |
|
|
2020
Q1 | – | Sell |
-4,660
| Closed | -$224K | – | 85 |
|
|
2019
Q4 | $224K | Buy |
+4,660
| New | +$224K | 0.15% | 81 |
|