Corient Private Wealth’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 | $6.15M | Buy |
96,116
+63,962
| +199% | +$4.09M | 0.01% | 704 |
|
|
2025
Q1 | $1.3M | Sell |
32,154
-7,189
| -18% | -$291K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $1.77M | Sell |
39,343
-9,960
| -20% | -$449K | ﹤0.01% | 1047 |
|
|
2024
Q3 | $2.54M | Buy |
49,303
+2,744
| +6% | +$142K | ﹤0.01% | 967 |
|
|
2024
Q2 | $2.67M | Buy |
46,559
+1,893
| +4% | +$108K | ﹤0.01% | 903 |
|
|
2024
Q1 | $2.3M | Buy |
44,666
+1,522
| +4% | +$78.5K | ﹤0.01% | 959 |
|
|
2023
Q4 | $1.71M | Buy |
43,144
+453
| +1% | +$17.9K | ﹤0.01% | 1071 |
|
|
2023
Q3 | $1.48M | Buy |
42,691
+10,145
| +31% | +$351K | ﹤0.01% | 1038 |
|
|
2023
Q2 | $933K | Sell |
32,546
-8,929
| -22% | -$256K | ﹤0.01% | 1180 |
|
|
2023
Q1 | $1.18M | Buy |
41,475
+14,728
| +55% | +$419K | ﹤0.01% | 1021 |
|
|
2022
Q4 | $638K | Buy |
+26,747
| New | +$638K | ﹤0.01% | 1061 |
|