IFP Advisors’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 | $1.4M | Buy |
21,821
+19,804
| +982% | +$1.27M | 0.04% | 464 |
|
|
2025
Q1 | $81.6K | Sell |
2,017
-3,010
| -60% | -$122K | ﹤0.01% | 1640 |
|
|
2024
Q4 | $227K | Buy |
5,027
+449
| +10% | +$20.2K | 0.01% | 1069 |
|
|
2024
Q3 | $236K | Buy |
4,578
+782
| +21% | +$40.4K | 0.01% | 1013 |
|
|
2024
Q2 | $217K | Buy |
3,796
+2,365
| +165% | +$135K | 0.01% | 1006 |
|
|
2024
Q1 | $73.8K | Buy |
1,431
+67
| +5% | +$3.46K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $54K | Sell |
1,364
-58
| -4% | -$2.3K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $49.1K | Sell |
1,422
-286
| -17% | -$9.87K | ﹤0.01% | 1564 |
|
|
2023
Q2 | $49.8K | Buy |
1,708
+50
| +3% | +$1.46K | ﹤0.01% | 1603 |
|
|
2023
Q1 | $125K | Sell |
1,658
-5,698
| -77% | -$430K | 0.01% | 1135 |
|
|
2022
Q4 | $563K | Sell |
7,356
-3,657
| -33% | -$280K | 0.02% | 845 |
|
|
2022
Q3 | $837K | Buy |
11,013
+1,249
| +13% | +$94.9K | 0.02% | 706 |
|
|
2022
Q2 | $745K | Hold |
9,764
| – | – | 0.02% | 677 |
|
|
2022
Q1 | $745K | Buy |
9,764
+7,082
| +264% | +$540K | 0.02% | 677 |
|
|
2021
Q4 | $134K | Buy |
2,682
+585
| +28% | +$29.2K | ﹤0.01% | 1127 |
|
|
2021
Q3 | $93K | Buy |
2,097
+542
| +35% | +$24K | ﹤0.01% | 1288 |
|
|
2021
Q2 | $83K | Buy |
1,555
+121
| +8% | +$6.46K | ﹤0.01% | 1320 |
|
|
2021
Q1 | $72K | Sell |
1,434
-361
| -20% | -$18.1K | ﹤0.01% | 1307 |
|
|
2020
Q4 | $75K | Hold |
1,795
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q3 | $50K | Sell |
1,795
-111
| -6% | -$3.09K | ﹤0.01% | 1295 |
|
|
2020
Q2 | $62K | Sell |
1,906
-61
| -3% | -$1.98K | ﹤0.01% | 1125 |
|
|
2020
Q1 | $67K | Sell |
1,967
-54,738
| -97% | -$1.86M | 0.01% | 998 |
|
|
2019
Q4 | $2.66M | Sell |
56,705
-839
| -1% | -$39.3K | 0.2% | 117 |
|
|
2019
Q3 | $2.63M | Buy |
+57,544
| New | +$2.63M | 0.18% | 130 |
|
|
2019
Q1 | $1.04M | Buy |
28,873
+26,177
| +971% | +$943K | 0.14% | 155 |
|
|
2018
Q4 | $75K | Sell |
2,696
-686
| -20% | -$19.1K | ﹤0.01% | 1353 |
|
|
2018
Q3 | $150K | Sell |
3,382
-2,433
| -42% | -$108K | 0.01% | 1236 |
|
|
2018
Q2 | $340K | Buy |
5,815
+844
| +17% | +$49.3K | 0.01% | 828 |
|
|
2018
Q1 | $299K | Hold |
4,971
| – | – | 0.01% | 824 |
|
|
2017
Q4 | $299K | Sell |
4,971
-5,724
| -54% | -$344K | 0.01% | 822 |
|
|
2017
Q3 | $698K | Sell |
10,695
-278
| -3% | -$18.1K | 0.03% | 559 |
|
|
2017
Q2 | $735K | Sell |
10,973
-3,772
| -26% | -$253K | 0.03% | 529 |
|
|
2017
Q1 | $920K | Buy |
14,745
+562
| +4% | +$35.1K | 0.04% | 444 |
|
|
2016
Q4 | $728K | Sell |
14,183
-770
| -5% | -$39.5K | 0.04% | 480 |
|
|
2016
Q3 | $661K | Buy |
14,953
+4,808
| +47% | +$213K | 0.03% | 472 |
|
|
2016
Q2 | $362K | Sell |
10,145
-18,728
| -65% | -$668K | 0.02% | 683 |
|
|
2016
Q1 | $1.04M | Buy |
28,873
+23,514
| +439% | +$847K | 0.14% | 155 |
|
|
2015
Q4 | $243K | Buy |
+5,359
| New | +$243K | 0.02% | 757 |
|