AE Wealth 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
Q1 | – | Sell |
-5,022
| Closed | -$226K | – | 2288 |
|
|
2024
Q4 | $226K | Sell |
5,022
-205
| -4% | -$9.24K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $270K | Sell |
5,227
-527
| -9% | -$27.2K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $330K | Buy |
5,754
+457
| +9% | +$26.2K | ﹤0.01% | 997 |
|
|
2024
Q1 | $273K | Sell |
5,297
-2,378
| -31% | -$123K | ﹤0.01% | 991 |
|
|
2023
Q4 | $338K | Sell |
7,675
-8
| -0.1% | -$352 | ﹤0.01% | 1644 |
|
|
2023
Q3 | $265K | Sell |
7,683
-42
| -0.5% | -$1.45K | ﹤0.01% | 1664 |
|
|
2023
Q2 | $221K | Sell |
7,725
-153
| -2% | -$4.39K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $224K | Sell |
7,878
-1,673
| -18% | -$47.6K | ﹤0.01% | 1678 |
|
|
2022
Q4 | $228K | Sell |
9,551
-2,152
| -18% | -$51.3K | ﹤0.01% | 1620 |
|
|
2022
Q3 | $288K | Sell |
11,703
-1,982
| -14% | -$48.8K | ﹤0.01% | 1484 |
|
|
2022
Q2 | $464K | Sell |
13,685
-373
| -3% | -$12.6K | ﹤0.01% | 1236 |
|
|
2022
Q1 | $528K | Sell |
14,058
-318
| -2% | -$11.9K | ﹤0.01% | 1215 |
|
|
2021
Q4 | $709K | Buy |
14,376
+876
| +6% | +$43.2K | ﹤0.01% | 1101 |
|
|
2021
Q3 | $576K | Sell |
13,500
-16,761
| -55% | -$715K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $1.63M | Buy |
30,261
+17,158
| +131% | +$923K | 0.01% | 691 |
|
|
2021
Q1 | $661K | Buy |
13,103
+6,242
| +91% | +$315K | 0.01% | 902 |
|
|
2020
Q4 | $287K | Sell |
6,861
-422
| -6% | -$17.7K | ﹤0.01% | 1157 |
|
|
2020
Q3 | $201K | Sell |
7,283
-21,987
| -75% | -$607K | ﹤0.01% | 1177 |
|
|
2020
Q2 | $977K | Buy |
29,270
+2,045
| +8% | +$68.3K | 0.02% | 635 |
|
|
2020
Q1 | $856K | Buy |
27,225
+20,492
| +304% | +$644K | 0.02% | 524 |
|
|
2019
Q4 | $323K | Buy |
6,733
+1,766
| +36% | +$84.7K | 0.01% | 875 |
|
|
2019
Q3 | $224K | Sell |
4,967
-5,780
| -54% | -$261K | 0.01% | 892 |
|
|
2019
Q2 | $386K | Buy |
10,747
+4,762
| +80% | +$171K | 0.01% | 663 |
|
|
2019
Q1 | $217K | Sell |
5,985
-1,948
| -25% | -$70.6K | 0.02% | 573 |
|
|
2018
Q4 | $222K | Buy |
7,933
+221
| +3% | +$6.19K | 0.04% | 426 |
|
|
2018
Q3 | $341K | Buy |
+7,712
| New | +$341K | 0.02% | 410 |
|