Integrated Wealth Concepts’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 | $651K | Sell |
10,174
-5,665
| -36% | -$363K | 0.01% | 1132 |
|
|
2025
Q1 | $640K | Buy |
15,839
+9,897
| +167% | +$400K | 0.01% | 1036 |
|
|
2024
Q4 | $268K | Sell |
5,942
-1,250
| -17% | -$56.3K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $371K | Sell |
7,192
-309
| -4% | -$16K | ﹤0.01% | 1219 |
|
|
2024
Q2 | $430K | Buy |
7,501
+131
| +2% | +$7.5K | 0.01% | 1116 |
|
|
2024
Q1 | $380K | Buy |
7,370
+1,731
| +31% | +$89.3K | 0.01% | 1181 |
|
|
2023
Q4 | $223K | Sell |
5,639
-242
| -4% | -$9.58K | ﹤0.01% | 1416 |
|
|
2023
Q3 | $203K | Buy |
+5,881
| New | +$203K | ﹤0.01% | 1412 |
|