Geneos Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24K | Sell |
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|
2025
Q2 | $73.6K | Sell |
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|
2025
Q1 | $120K | Buy |
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|
2024
Q4 | $25.1K | Buy |
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|
2024
Q3 | $24.4K | Buy |
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|
2024
Q2 | $15.2K | Hold |
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|
2024
Q1 | $13.6K | Hold |
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|
2023
Q4 | $10.5K | Sell |
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|
2023
Q3 | $10.8K | Buy |
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|
2023
Q2 | $7.59K | Hold |
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|
2023
Q1 | $7.53K | Hold |
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|
2022
Q4 | $6.31K | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $22K | Sell |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $32K | Sell |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $156K | Buy |
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|
2020
Q2 | $94K | Hold |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $167K | Sell |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $195K | Buy |
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|
2019
Q1 | $187K | Sell |
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|
2018
Q4 | $180K | Buy |
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|
2018
Q3 | $188K | Buy |
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|
2018
Q2 | $184K | Buy |
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|
2018
Q1 | $204K | Sell |
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|
2017
Q4 | $176K | Buy |
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|
2017
Q3 | $187K | Buy |
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|
2017
Q2 | $191K | Hold |
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|
2017
Q1 | $178K | Sell |
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|
2016
Q4 | $147K | Hold |
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|
2016
Q3 | $126K | Sell |
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|
2016
Q2 | $102K | Buy |
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|
2016
Q1 | $99K | Buy |
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