Avior Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,820
| Closed | -$352K | – | 2325 |
|
|
2024
Q4 | $352K | Sell |
7,820
-1,421
| -15% | -$64K | 0.01% | 544 |
|
|
2024
Q3 | $477K | Buy |
9,241
+1,299
| +16% | +$67.1K | 0.02% | 460 |
|
|
2024
Q2 | $455K | Buy |
7,942
+1,002
| +14% | +$57.4K | 0.02% | 459 |
|
|
2024
Q1 | $358K | Buy |
6,940
+4,401
| +173% | +$227K | 0.02% | 537 |
|
|
2023
Q4 | $100K | Sell |
2,539
-529
| -17% | -$20.9K | 0.01% | 613 |
|
|
2023
Q3 | $106K | Buy |
3,068
+529
| +21% | +$18.2K | 0.01% | 615 |
|
|
2023
Q2 | $72.8K | Hold |
2,539
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $72.3K | Hold |
2,539
| – | – | 0.01% | 701 |
|
|
2022
Q4 | $60.5K | Hold |
2,539
| – | – | ﹤0.01% | 595 |
|
|
2022
Q3 | $62K | Buy |
+2,539
| New | +$62K | 0.01% | 579 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$1K | – | 1263 |
|
|
2021
Q4 | $1K | Sell |
40
-39
| -49% | -$975 | ﹤0.01% | 1064 |
|
|
2021
Q3 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 916 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | – | – | 1106 |
|
|
2020
Q3 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1034 |
|