B. Riley Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,955
| Closed | -$252K | – | 1302 |
|
|
2024
Q3 | $252K | Buy |
4,955
+422
| +9% | +$21.5K | 0.01% | 1040 |
|
|
2024
Q2 | $260K | Sell |
4,533
-1,290
| -22% | -$73.9K | 0.01% | 1095 |
|
|
2024
Q1 | $201K | Buy |
5,823
+371
| +7% | +$12.8K | 0.01% | 1276 |
|
|
2023
Q4 | $216K | Sell |
5,452
-371
| -6% | -$14.7K | 0.01% | 1217 |
|
|
2023
Q3 | $201K | Sell |
5,823
-3,580
| -38% | -$123K | 0.01% | 1276 |
|
|
2023
Q2 | $270K | Sell |
9,403
-789
| -8% | -$22.6K | 0.01% | 1179 |
|
|
2023
Q1 | $290K | Sell |
10,192
-1,755
| -15% | -$50K | 0.01% | 1079 |
|
|
2022
Q4 | $285K | Buy |
11,947
+1,793
| +18% | +$42.8K | 0.01% | 1069 |
|
|
2022
Q3 | $251K | Buy |
10,154
+3,343
| +49% | +$82.6K | 0.01% | 1113 |
|
|
2022
Q2 | $231K | Sell |
6,811
-530
| -7% | -$18K | 0.01% | 984 |
|
|
2022
Q1 | $276K | Sell |
7,341
-1,109
| -13% | -$41.7K | 0.01% | 1056 |
|
|
2021
Q4 | $417K | Buy |
8,450
+1,402
| +20% | +$69.2K | 0.01% | 916 |
|
|
2021
Q3 | $304K | Sell |
7,048
-276
| -4% | -$11.9K | 0.01% | 1032 |
|
|
2021
Q2 | $394K | Sell |
7,324
-87
| -1% | -$4.68K | 0.01% | 894 |
|
|
2021
Q1 | $374K | Sell |
7,411
-150
| -2% | -$7.57K | 0.01% | 877 |
|
|
2020
Q4 | $319K | Sell |
7,561
-1,445
| -16% | -$61K | 0.02% | 722 |
|
|
2020
Q3 | $259K | Sell |
9,006
-852
| -9% | -$24.5K | 0.01% | 756 |
|
|
2020
Q2 | $330K | Buy |
9,858
+971
| +11% | +$32.5K | 0.02% | 599 |
|
|
2020
Q1 | $280K | Buy |
8,887
+2,050
| +30% | +$64.6K | 0.02% | 566 |
|
|
2019
Q4 | $329K | Sell |
6,837
-1,516
| -18% | -$73K | 0.03% | 562 |
|
|
2019
Q3 | $378K | Sell |
8,353
-323
| -4% | -$14.6K | 0.04% | 504 |
|
|
2019
Q2 | $312K | Buy |
+8,676
| New | +$312K | 0.03% | 549 |
|
|
2017
Q4 | – | Sell |
-5,366
| Closed | -$354K | – | 668 |
|
|
2017
Q3 | $354K | Buy |
5,366
+1,180
| +28% | +$77.8K | 0.06% | 338 |
|
|
2017
Q2 | $281K | Sell |
4,186
-926
| -18% | -$62.2K | 0.05% | 383 |
|
|
2017
Q1 | $320K | Sell |
5,112
-831
| -14% | -$52K | 0.06% | 319 |
|
|
2016
Q4 | $306K | Sell |
5,943
-2,556
| -30% | -$132K | 0.06% | 339 |
|
|
2016
Q3 | $377K | Buy |
8,499
+1,213
| +17% | +$53.8K | 0.07% | 335 |
|
|
2016
Q2 | $261K | Buy |
7,286
+975
| +15% | +$34.9K | 0.05% | 448 |
|
|
2016
Q1 | $226K | Sell |
6,311
-456
| -7% | -$16.3K | 0.05% | 437 |
|
|
2015
Q4 | $309K | Sell |
6,767
-2,362
| -26% | -$108K | 0.06% | 356 |
|
|
2015
Q3 | $549K | Buy |
9,129
+5,736
| +169% | +$345K | 0.13% | 214 |
|
|
2015
Q2 | $202K | Buy |
+3,393
| New | +$202K | 0.05% | 461 |
|
|
2015
Q1 | – | Sell |
-2,732
| Closed | -$228 | – | 1969 |
|
|
2014
Q4 | $228 | Sell |
2,732
-483
| -15% | -$40 | ﹤0.01% | 1317 |
|
|
2014
Q3 | $236K | Sell |
3,215
-642
| -17% | -$47.1K | 0.06% | 449 |
|
|
2014
Q2 | $269K | Buy |
+3,857
| New | +$269K | 0.06% | 353 |
|