Arax Advisory Partners’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 | $76.7K | Buy |
1,194
+654
| +121% | +$42K | ﹤0.01% | 1055 |
|
2025
Q1 | $21.8K | Buy |
540
+441
| +445% | +$17.8K | ﹤0.01% | 1267 |
|
2024
Q4 | $4.47K | Buy |
99
+80
| +421% | +$3.62K | ﹤0.01% | 1779 |
|
2024
Q3 | $957 | Buy |
19
+14
| +280% | +$705 | ﹤0.01% | 2274 |
|
2024
Q2 | $304 | Hold |
5
| – | – | ﹤0.01% | 2400 |
|
2024
Q1 | $273 | Hold |
5
| – | – | ﹤0.01% | 1266 |
|
2023
Q4 | $210 | Hold |
5
| – | – | ﹤0.01% | 1273 |
|
2023
Q3 | $183 | Hold |
5
| – | – | ﹤0.01% | 1286 |
|
2023
Q2 | $152 | Hold |
5
| – | – | ﹤0.01% | 1244 |
|
2023
Q1 | $151 | Hold |
5
| – | – | ﹤0.01% | 1242 |
|
2022
Q4 | $126 | Buy |
+5
| New | +$126 | ﹤0.01% | 1246 |
|
2020
Q4 | – | Sell |
-397
| Closed | -$11K | – | 765 |
|
2020
Q3 | $11K | Buy |
+397
| New | +$11K | ﹤0.01% | 539 |
|
2020
Q1 | – | Sell |
-29
| Closed | -$1K | – | 722 |
|
2019
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 577 |
|
2019
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 580 |
|
2019
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 583 |
|
2018
Q4 | $1K | Sell |
28
-38
| -58% | -$1.36K | ﹤0.01% | 552 |
|
2018
Q3 | $3K | Sell |
66
-23
| -26% | -$1.05K | ﹤0.01% | 557 |
|
2018
Q2 | $5K | Sell |
89
-989
| -92% | -$55.6K | ﹤0.01% | 389 |
|
2018
Q1 | $75K | Sell |
1,078
-138
| -11% | -$9.6K | 0.04% | 163 |
|
2017
Q4 | $73K | Sell |
1,216
-647
| -35% | -$38.8K | 0.03% | 177 |
|
2017
Q3 | $121K | Sell |
1,863
-430
| -19% | -$27.9K | 0.06% | 130 |
|
2017
Q2 | $154K | Buy |
2,293
+371
| +19% | +$24.9K | 0.07% | 118 |
|
2017
Q1 | $119K | Buy |
1,922
+405
| +27% | +$25.1K | 0.06% | 117 |
|
2016
Q4 | $78K | Buy |
+1,517
| New | +$78K | 0.04% | 131 |
|