Allworth Financial’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 | $241K | Buy |
3,770
+2,815
| +295% | +$180K | ﹤0.01% | 1094 |
|
|
2025
Q1 | $38.4K | Buy |
955
+13
| +1% | +$522 | ﹤0.01% | 1675 |
|
|
2024
Q4 | $48.9K | Buy |
942
+105
| +13% | +$5.45K | ﹤0.01% | 1576 |
|
|
2024
Q3 | $43.2K | Buy |
837
+7
| +0.8% | +$362 | ﹤0.01% | 1471 |
|
|
2024
Q2 | $43.8K | Buy |
830
+188
| +29% | +$9.92K | ﹤0.01% | 1439 |
|
|
2024
Q1 | $33.1K | Buy |
642
+47
| +8% | +$2.43K | ﹤0.01% | 1488 |
|
|
2023
Q4 | $23.6K | Sell |
595
-315
| -35% | -$12.5K | ﹤0.01% | 1554 |
|
|
2023
Q3 | $31.4K | Buy |
910
+189
| +26% | +$6.52K | ﹤0.01% | 1291 |
|
|
2023
Q2 | $20.7K | Buy |
721
+15
| +2% | +$430 | ﹤0.01% | 1512 |
|
|
2023
Q1 | $20.1K | Sell |
706
-16
| -2% | -$456 | ﹤0.01% | 1447 |
|
|
2022
Q4 | $17.2K | Sell |
722
-65
| -8% | -$1.55K | ﹤0.01% | 1434 |
|
|
2022
Q3 | $19K | Sell |
787
-422
| -35% | -$10.2K | ﹤0.01% | 1327 |
|
|
2022
Q2 | $41K | Buy |
1,209
+754
| +166% | +$25.6K | ﹤0.01% | 973 |
|
|
2022
Q1 | $17K | Buy |
455
+130
| +40% | +$4.86K | ﹤0.01% | 1327 |
|
|
2021
Q4 | $16K | Hold |
325
| – | – | ﹤0.01% | 1212 |
|
|
2021
Q3 | $14K | Hold |
325
| – | – | ﹤0.01% | 1162 |
|
|
2021
Q2 | $18K | Sell |
325
-3
| -0.9% | -$166 | ﹤0.01% | 887 |
|
|
2021
Q1 | $17K | Hold |
328
| – | – | ﹤0.01% | 841 |
|
|
2020
Q4 | $14K | Hold |
328
| – | – | ﹤0.01% | 763 |
|
|
2020
Q3 | $9K | Buy |
328
+9
| +3% | +$247 | ﹤0.01% | 749 |
|
|
2020
Q2 | $11K | Sell |
319
-339
| -52% | -$11.7K | ﹤0.01% | 712 |
|
|
2020
Q1 | $21K | Buy |
658
+6
| +0.9% | +$191 | ﹤0.01% | 553 |
|
|
2019
Q4 | $31K | Buy |
652
+4
| +0.6% | +$190 | ﹤0.01% | 445 |
|
|
2019
Q3 | $29K | Buy |
648
+2
| +0.3% | +$90 | ﹤0.01% | 400 |
|
|
2019
Q2 | $23K | Buy |
646
+4
| +0.6% | +$142 | ﹤0.01% | 441 |
|
|
2019
Q1 | $23K | Buy |
642
+215
| +50% | +$7.7K | ﹤0.01% | 437 |
|
|
2018
Q4 | $12K | Buy |
427
+2
| +0.5% | +$56 | ﹤0.01% | 493 |
|
|
2018
Q3 | $19K | Sell |
425
-71
| -14% | -$3.17K | ﹤0.01% | 447 |
|
|
2018
Q2 | $29K | Buy |
496
+73
| +17% | +$4.27K | ﹤0.01% | 351 |
|
|
2018
Q1 | $30K | Hold |
423
| – | – | ﹤0.01% | 315 |
|
|
2017
Q4 | $25K | Sell |
423
-330
| -44% | -$19.5K | ﹤0.01% | 343 |
|
|
2017
Q3 | $49K | Buy |
753
+33
| +5% | +$2.15K | ﹤0.01% | 244 |
|
|
2017
Q2 | $48K | Buy |
720
+134
| +23% | +$8.93K | ﹤0.01% | 259 |
|
|
2017
Q1 | $37K | Buy |
586
+3
| +0.5% | +$189 | ﹤0.01% | 271 |
|
|
2016
Q4 | $30K | Buy |
583
+2
| +0.3% | +$103 | ﹤0.01% | 269 |
|
|
2016
Q3 | $26K | Buy |
581
+3
| +0.5% | +$134 | ﹤0.01% | 289 |
|
|
2016
Q2 | $21K | Buy |
578
+340
| +143% | +$12.4K | ﹤0.01% | 303 |
|
|
2016
Q1 | $9K | Hold |
238
| – | – | ﹤0.01% | 392 |
|
|
2015
Q4 | $11K | Hold |
238
| – | – | ﹤0.01% | 380 |
|
|
2015
Q3 | $14K | Hold |
238
| – | – | 0.01% | 352 |
|
|
2015
Q2 | $14K | Hold |
238
| – | – | 0.01% | 353 |
|
|
2015
Q1 | $16K | Buy |
+238
| New | +$16K | 0.01% | 343 |
|