Integrated Wealth Concepts’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
Q2
$651K Sell
2025
Q1
$640K Buy
2024
Q4
$268K Sell
2024
Q3
$371K Sell
2024
Q2
$430K Buy
2024
Q1
$380K Buy
2023
Q4
$223K Sell
2023
Q3
$203K Buy