ZWJ Investment Counsel’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,085
| Closed | -$211K | – | 248 |
|
|
2024
Q3 | $211K | Sell |
4,085
-1,092
| -21% | -$56.4K | 0.01% | 217 |
|
|
2024
Q2 | $296K | Hold |
5,177
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $267K | Buy |
+5,177
| New | +$267K | 0.01% | 203 |
|
|
2018
Q1 | – | Sell |
-12,784
| Closed | -$768K | – | 274 |
|
|
2017
Q4 | $768K | Sell |
12,784
-3,298
| -21% | -$198K | 0.06% | 129 |
|
|
2017
Q3 | $1.05M | Sell |
16,082
-993
| -6% | -$64.8K | 0.08% | 106 |
|
|
2017
Q2 | $1.14M | Sell |
17,075
-1,462
| -8% | -$97.9K | 0.09% | 106 |
|
|
2017
Q1 | $1.16M | Buy |
+18,537
| New | +$1.16M | 0.09% | 105 |
|