AE Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $528K | Sell |
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|
2021
Q4 | $709K | Buy |
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|
2021
Q3 | $576K | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $977K | Buy |
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|
2020
Q1 | $856K | Buy |
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|
2019
Q4 | $323K | Buy |
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|
2019
Q3 | $224K | Sell |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $217K | Sell |
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|
2018
Q4 | $222K | Buy |
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|
2018
Q3 | $341K | Buy |
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