Beta Wealth Group’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Sell |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $553K | Buy |
|
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $546K | Buy |
|
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|
2023
Q4 | $382K | Hold |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $3.69M | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $243K | Buy |
|