Beta Wealth Group’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 | $531K | Sell |
8,031
-169
| -2% | -$11.2K | 0.19% | 67 |
|
|
2025
Q1 | $332K | Sell |
8,200
-2,781
| -25% | -$112K | 0.12% | 87 |
|
|
2024
Q4 | $495K | Buy |
10,981
+265
| +2% | +$11.9K | 0.22% | 74 |
|
|
2024
Q3 | $553K | Buy |
10,716
+661
| +7% | +$34.1K | 0.25% | 70 |
|
|
2024
Q2 | $576K | Sell |
10,055
-529
| -5% | -$30.3K | 0.27% | 60 |
|
|
2024
Q1 | $546K | Buy |
10,584
+926
| +10% | +$47.8K | 0.27% | 61 |
|
|
2023
Q4 | $382K | Hold |
9,658
| – | – | 0.2% | 77 |
|
|
2023
Q3 | $333K | Buy |
9,658
+265
| +3% | +$9.14K | 0.2% | 83 |
|
|
2023
Q2 | $269K | Sell |
9,393
-120,261
| -93% | -$3.45M | 0.16% | 89 |
|
|
2023
Q1 | $3.69M | Buy |
+129,654
| New | +$3.69M | 2.11% | 15 |
|
|
2022
Q3 | – | Sell |
-6,880
| Closed | -$233K | – | 98 |
|
|
2022
Q2 | $233K | Buy |
6,880
+265
| +4% | +$8.98K | 0.16% | 76 |
|
|
2022
Q1 | $248K | Buy |
+6,615
| New | +$248K | 0.17% | 80 |
|
|
2021
Q3 | – | Sell |
-4,518
| Closed | -$243K | – | 67 |
|
|
2021
Q2 | $243K | Buy |
+4,518
| New | +$243K | 0.17% | 56 |
|