Everhart Financial Group’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 | $456K | Sell |
7,124
-649
| -8% | -$41.5K | 0.05% | 237 |
|
|
2025
Q1 | $314K | Sell |
7,773
-3,723
| -32% | -$151K | 0.04% | 271 |
|
|
2024
Q4 | $518K | Buy |
11,496
+1,481
| +15% | +$66.7K | 0.11% | 181 |
|
|
2024
Q3 | $517K | Buy |
10,015
+227
| +2% | +$11.7K | 0.11% | 189 |
|
|
2024
Q2 | $561K | Buy |
9,788
+2,082
| +27% | +$119K | 0.15% | 144 |
|
|
2024
Q1 | $397K | Buy |
7,706
+1,915
| +33% | +$98.8K | 0.12% | 182 |
|
|
2023
Q4 | $229K | Buy |
+5,791
| New | +$229K | 0.08% | 220 |
|