Clearstead 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 | $158K | Buy |
2,476
+1,596
| +181% | +$102K | ﹤0.01% | 937 |
|
|
2025
Q1 | $35.6K | Sell |
880
-226
| -20% | -$9.14K | ﹤0.01% | 1254 |
|
|
2024
Q4 | $49.9K | Buy |
1,106
+1
| +0.1% | +$45 | ﹤0.01% | 1160 |
|
|
2024
Q3 | $57K | Buy |
1,105
+397
| +56% | +$20.5K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $40.5K | Sell |
708
-176
| -20% | -$10.1K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $47.4K | Sell |
884
-8
| -0.9% | -$429 | ﹤0.01% | 771 |
|
|
2023
Q4 | $35.3K | Sell |
892
-524
| -37% | -$20.7K | ﹤0.01% | 826 |
|
|
2023
Q3 | $48.8K | Buy |
1,416
+708
| +100% | +$24.4K | ﹤0.01% | 890 |
|
|
2023
Q2 | $20.3K | Hold |
708
| – | – | ﹤0.01% | 894 |
|
|
2023
Q1 | $20.2K | Hold |
708
| – | – | ﹤0.01% | 852 |
|
|
2022
Q4 | $16.9K | Sell |
708
-3,342
| -83% | -$79.7K | ﹤0.01% | 826 |
|
|
2022
Q3 | $100K | Buy |
4,050
+3,474
| +603% | +$85.8K | 0.01% | 473 |
|
|
2022
Q2 | $20K | Hold |
576
| – | – | ﹤0.01% | 805 |
|
|
2022
Q1 | $22K | Buy |
576
+331
| +135% | +$12.6K | ﹤0.01% | 852 |
|
|
2021
Q4 | $12K | Buy |
+245
| New | +$12K | ﹤0.01% | 913 |
|
|
2021
Q3 | – | Sell |
-103
| Closed | -$6K | – | 1401 |
|
|
2021
Q2 | $6K | Sell |
103
-90
| -47% | -$5.24K | ﹤0.01% | 868 |
|
|
2021
Q1 | $10K | Buy |
193
+124
| +180% | +$6.43K | ﹤0.01% | 789 |
|
|
2020
Q4 | $3K | Hold |
69
| – | – | ﹤0.01% | 867 |
|
|
2020
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 829 |
|
|
2020
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 755 |
|
|
2020
Q1 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 737 |
|