Avantax Advisory Services’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 | $558K | Buy |
+8,725
| New | +$558K | ﹤0.01% | 1521 |
|
|
2025
Q1 | – | Sell |
-7,280
| Closed | -$328K | – | 2332 |
|
|
2024
Q4 | $328K | Buy |
7,280
+580
| +9% | +$26.1K | ﹤0.01% | 1722 |
|
|
2024
Q3 | $346K | Sell |
6,700
-2,650
| -28% | -$137K | ﹤0.01% | 1658 |
|
|
2024
Q2 | $535K | Buy |
9,350
+4,634
| +98% | +$265K | ﹤0.01% | 1323 |
|
|
2024
Q1 | $243K | Buy |
+4,716
| New | +$243K | ﹤0.01% | 1423 |
|
|
2022
Q1 | – | Sell |
-5,928
| Closed | -$292K | – | 1366 |
|
|
2021
Q4 | $292K | Hold |
5,928
| – | – | ﹤0.01% | 988 |
|
|
2021
Q3 | $254K | Buy |
5,928
+16
| +0.3% | +$686 | ﹤0.01% | 998 |
|
|
2021
Q2 | $318K | Buy |
5,912
+11
| +0.2% | +$592 | 0.01% | 878 |
|
|
2021
Q1 | $298K | Buy |
5,901
+43
| +0.7% | +$2.17K | 0.01% | 810 |
|
|
2020
Q4 | $245K | Sell |
5,858
-2,992
| -34% | -$125K | 0.01% | 813 |
|
|
2020
Q3 | $243K | Buy |
+8,850
| New | +$243K | ﹤0.01% | 1126 |
|