Brinker Capital Investments’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.53M	Buy	27,822 +1,454	+6%	+$380K	0.06%	269
2025 Q4	$4.54M	Buy	26,368 +18,999	+258%	+$2.88M	0.03%	471
2025 Q3	$885K	Buy	+7,369	New	+$602K	0.01%	1293
2025 Q1	–	Sell	-7,430	Closed	-$335K	–	1985
2024 Q4	$335K	Sell	7,430 -1,061	-12%	-$53.3K	﹤0.01%	1506
2024 Q3	$438K	Sell	8,491 -4,947	-37%	-$250K	﹤0.01%	1382
2024 Q2	$770K	Buy	13,438 +7,412	+123%	+$411K	0.01%	1096
2024 Q1	$311K	Buy	+6,026	New	+$264K	﹤0.01%	1449
2020 Q1	–	Sell	-201	Closed	-$10K	–	766
2019 Q4	$10K	Hold	201	–	–	﹤0.01%	571
2019 Q3	$9K	Sell	201 -3,330	-94%	-$142K	﹤0.01%	587
2019 Q2	$127K	Buy	3,531 +3,306	+1,469%	+$113K	﹤0.01%	447
2019 Q1	$8K	Buy	+225	New	+$7.7K	﹤0.01%	675