Atria Wealth Solutions’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
Q2
Sell
-16,695
Closed -$675K 1924
2025
Q1
$675K Sell
16,695
-4,559
-21% -$216K 0.01% 1051
2024
Q4
$958K Sell
21,254
-11,047
-34% -$555K 0.01% 939
2024
Q3
$1.67M Buy
32,301
+579
+2% +$29.3K 0.02% 702
2024
Q2
$1.82M Sell
31,722
-187
-0.6% -$10.4K 0.02% 654
2024
Q1
$1.65M Buy
31,909
+13,238
+71% +$580K 0.02% 698
2023
Q4
$739K Buy
18,671
+534
+3% +$18.7K 0.01% 1008
2023
Q3
$626K Sell
18,137
-29
-0.2% -$915 0.01% 1028
2023
Q2
$521K Sell
18,166
-3,571
-16% -$99.3K 0.01% 1139
2023
Q1
$619K Sell
21,737
-661
-3% -$19.4K 0.01% 1017
2022
Q4
$534K Sell
22,398
-8,450
-27% -$223K 0.01% 1047
2022
Q3
$759K Buy
+30,848
New +$1.02M 0.01% 831
2022
Q2
Sell
-16,377
Closed -$615K 1906
2022
Q1
$615K Buy
+16,377
New +$672K 0.01% 950

Other funds holding WDC