DAS
Dynamic Advisor Solutions’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+3,757
| New | +$240K | 0.01% | 803 |
|
|
2024
Q4 | – | Sell |
-3,889
| Closed | -$266K | – | 912 |
|
|
2024
Q3 | $266K | Sell |
3,889
-687
| -15% | -$46.9K | 0.01% | 796 |
|
|
2024
Q2 | $347K | Sell |
4,576
-108
| -2% | -$8.19K | 0.01% | 719 |
|
|
2024
Q1 | $320K | Buy |
+4,684
| New | +$320K | 0.01% | 741 |
|
|
2022
Q2 | – | Sell |
-4,097
| Closed | -$203K | – | 779 |
|
|
2022
Q1 | $203K | Buy |
4,097
+461
| +13% | +$22.8K | 0.01% | 679 |
|
|
2021
Q4 | $237K | Sell |
3,636
-221
| -6% | -$14.4K | 0.02% | 638 |
|
|
2021
Q3 | $218K | Buy |
3,857
+174
| +5% | +$9.83K | 0.02% | 671 |
|
|
2021
Q2 | $262K | Sell |
3,683
-110
| -3% | -$7.8K | 0.02% | 589 |
|
|
2021
Q1 | $253K | Buy |
3,793
+38
| +1% | +$2.52K | 0.02% | 545 |
|
|
2020
Q4 | $208K | Buy |
+3,755
| New | +$208K | 0.02% | 589 |
|
|
2020
Q3 | – | Sell |
-8,566
| Closed | -$378K | – | 611 |
|
|
2020
Q2 | $378K | Buy |
8,566
+517
| +6% | +$22.8K | 0.05% | 337 |
|
|
2020
Q1 | $335K | Sell |
8,049
-406
| -5% | -$16.9K | 0.06% | 313 |
|
|
2019
Q4 | $537K | Sell |
8,455
-29
| -0.3% | -$1.82K | 0.07% | 298 |
|
|
2019
Q3 | $506K | Sell |
8,484
-35
| -0.4% | -$2.12K | 0.08% | 271 |
|
|
2019
Q2 | $405K | Sell |
8,519
-483
| -5% | -$23K | 0.07% | 300 |
|
|
2019
Q1 | $433K | Buy |
9,002
+3,271
| +57% | +$157K | 0.08% | 242 |
|
|
2018
Q4 | $247K | Sell |
5,731
-555
| -9% | -$23.9K | 0.05% | 316 |
|
|
2018
Q3 | $368K | Buy |
6,286
+424
| +7% | +$24.8K | 0.08% | 262 |
|
|
2018
Q2 | $454K | Buy |
5,862
+1,546
| +36% | +$120K | 0.1% | 230 |
|
|
2018
Q1 | $399K | Buy |
+4,316
| New | +$399K | 0.1% | 211 |
|
|
2017
Q4 | – | Sell |
-2,782
| Closed | -$240K | – | 257 |
|
|
2017
Q3 | $240K | Sell |
2,782
-53
| -2% | -$4.56K | 0.09% | 198 |
|
|
2017
Q2 | $251K | Buy |
+2,835
| New | +$251K | 0.1% | 194 |
|
|
2017
Q1 | – | Sell |
-3,078
| Closed | -$209K | – | 227 |
|
|
2016
Q4 | $209K | Sell |
3,078
-68,847
| -96% | -$4.68M | 0.08% | 203 |
|
|
2016
Q3 | $4.21M | Buy |
71,925
+34,894
| +94% | +$2.04M | 1.59% | 9 |
|
|
2016
Q2 | $1.75M | Buy |
+37,031
| New | +$1.75M | 0.71% | 42 |
|