Atria Wealth Solutions’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 | – | Sell |
-16,695
| Closed | -$675K | – | 1915 |
|
|
2025
Q1 | $675K | Sell |
16,695
-4,559
| -21% | -$184K | 0.01% | 1044 |
|
|
2024
Q4 | $958K | Sell |
21,254
-11,047
| -34% | -$498K | 0.01% | 932 |
|
|
2024
Q3 | $1.67M | Buy |
32,301
+579
| +2% | +$29.9K | 0.02% | 699 |
|
|
2024
Q2 | $1.82M | Sell |
31,722
-187
| -0.6% | -$10.7K | 0.02% | 651 |
|
|
2024
Q1 | $1.65M | Buy |
31,909
+13,238
| +71% | +$683K | 0.02% | 696 |
|
|
2023
Q4 | $739K | Buy |
18,671
+534
| +3% | +$21.1K | 0.01% | 1000 |
|
|
2023
Q3 | $626K | Sell |
18,137
-29
| -0.2% | -$1K | 0.01% | 1023 |
|
|
2023
Q2 | $521K | Sell |
18,166
-3,571
| -16% | -$102K | 0.01% | 1134 |
|
|
2023
Q1 | $619K | Sell |
21,737
-661
| -3% | -$18.8K | 0.01% | 1014 |
|
|
2022
Q4 | $534K | Sell |
22,398
-8,450
| -27% | -$202K | 0.01% | 1042 |
|
|
2022
Q3 | $759K | Buy |
+30,848
| New | +$759K | 0.01% | 828 |
|
|
2022
Q2 | – | Sell |
-16,377
| Closed | -$615K | – | 1873 |
|
|
2022
Q1 | $615K | Buy |
+16,377
| New | +$615K | 0.01% | 950 |
|