Dakota Wealth Management’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 | $214K | Buy |
+3,340
| New | +$214K | ﹤0.01% | 713 |
|
2025
Q1 | – | Sell |
-4,457
| Closed | -$201K | – | 802 |
|
2024
Q4 | $201K | Sell |
4,457
-11
| -0.2% | -$496 | ﹤0.01% | 712 |
|
2024
Q3 | $231K | Buy |
4,468
+13
| +0.3% | +$671 | 0.01% | 650 |
|
2024
Q2 | $255K | Buy |
4,455
+28
| +0.6% | +$1.6K | 0.01% | 609 |
|
2024
Q1 | $228K | Buy |
+4,427
| New | +$228K | 0.01% | 638 |
|