Bell Investment Advisors’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 | $18.3K | Buy |
286
+172
| +151% | +$11K | ﹤0.01% | 451 |
|
|
2025
Q1 | $4.61K | Sell |
114
-62
| -35% | -$2.51K | ﹤0.01% | 952 |
|
|
2024
Q4 | $7.93K | Buy |
176
+12
| +7% | +$541 | ﹤0.01% | 699 |
|
|
2024
Q3 | $8.47K | Buy |
164
+25
| +18% | +$1.29K | ﹤0.01% | 686 |
|
|
2024
Q2 | $7.96K | Buy |
139
+38
| +38% | +$2.18K | ﹤0.01% | 697 |
|
|
2024
Q1 | $5.19K | Hold |
101
| – | – | ﹤0.01% | 891 |
|
|
2023
Q4 | $3.98K | Sell |
101
-15
| -13% | -$591 | ﹤0.01% | 993 |
|
|
2023
Q3 | $4.02K | Hold |
116
| – | – | ﹤0.01% | 920 |
|
|
2023
Q2 | $3.34K | Hold |
116
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q1 | $3.32K | Sell |
116
-59
| -34% | -$1.69K | ﹤0.01% | 989 |
|
|
2022
Q4 | $4.17K | Buy |
175
+90
| +106% | +$2.14K | ﹤0.01% | 902 |
|
|
2022
Q3 | $2K | Sell |
85
-10
| -11% | -$235 | ﹤0.01% | 1246 |
|
|
2022
Q2 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 1040 |
|
|
2021
Q4 | $5K | Buy |
101
+8
| +9% | +$396 | ﹤0.01% | 812 |
|
|
2021
Q3 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 842 |
|