Addison Advisors’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 | $76.5K | Buy |
1,196
+13
| +1% | +$832 | 0.02% | 344 |
|
|
2025
Q1 | $47.8K | Sell |
1,183
-403
| -25% | -$16.3K | 0.01% | 395 |
|
|
2024
Q4 | $71.5K | Sell |
1,586
-11
| -0.7% | -$496 | 0.02% | 336 |
|
|
2024
Q3 | $82.4K | Sell |
1,597
-102
| -6% | -$5.27K | 0.02% | 328 |
|
|
2024
Q2 | $97.3K | Buy |
1,699
+53
| +3% | +$3.04K | 0.03% | 292 |
|
|
2024
Q1 | $84.9K | Buy |
1,646
+170
| +12% | +$8.77K | 0.03% | 302 |
|
|
2023
Q4 | $58.4K | Buy |
1,476
+59
| +4% | +$2.34K | 0.02% | 339 |
|
|
2023
Q3 | $48.9K | Buy |
1,417
+52
| +4% | +$1.79K | 0.02% | 323 |
|
|
2023
Q2 | $39.1K | Buy |
1,365
+78
| +6% | +$2.24K | 0.02% | 349 |
|
|
2023
Q1 | $36.7K | Buy |
1,287
+1,222
| +1,880% | +$34.8K | 0.02% | 332 |
|
|
2022
Q4 | $1.55K | Buy |
65
+3
| +5% | +$71 | ﹤0.01% | 574 |
|
|
2022
Q3 | $2K | Buy |
62
+12
| +24% | +$387 | ﹤0.01% | 575 |
|
|
2022
Q2 | $2K | Sell |
50
-635
| -93% | -$25.4K | ﹤0.01% | 560 |
|
|
2022
Q1 | $26K | Buy |
685
+674
| +6,127% | +$25.6K | 0.01% | 369 |
|
|
2021
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 649 |
|