J.P. Morgan Private Wealth Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.44M | Buy |
+128,687
| New | +$4.44M | 0.01% | 529 |
|
|
2023
Q2 | – | Sell |
-150,601
| Closed | -$4.29M | – | 1917 |
|
|
2023
Q1 | $4.29M | Buy |
150,601
+18,248
| +14% | +$520K | 0.01% | 626 |
|
|
2022
Q4 | $3.16M | Sell |
132,353
-9,077
| -6% | -$216K | 0.01% | 704 |
|
|
2022
Q3 | $3.48M | Buy |
141,430
+3,094
| +2% | +$76.1K | 0.01% | 660 |
|
|
2022
Q2 | $4.69M | Buy |
138,336
+3,278
| +2% | +$111K | 0.01% | 582 |
|
|
2022
Q1 | $5.07M | Buy |
135,058
+17,908
| +15% | +$672K | 0.01% | 607 |
|
|
2021
Q4 | $5.77M | Buy |
117,150
+5,216
| +5% | +$257K | 0.01% | 574 |
|
|
2021
Q3 | $4.78M | Sell |
111,934
-637
| -0.6% | -$27.2K | 0.01% | 606 |
|
|
2021
Q2 | $6.06M | Buy |
112,571
+17,139
| +18% | +$922K | 0.02% | 538 |
|
|
2021
Q1 | $4.82M | Sell |
95,432
-8,380
| -8% | -$423K | 0.02% | 515 |
|
|
2020
Q4 | $4.35M | Buy |
103,812
+5,251
| +5% | +$220K | 0.01% | 519 |
|
|
2020
Q3 | $2.72M | Buy |
98,561
+14,615
| +17% | +$404K | 0.01% | 563 |
|
|
2020
Q2 | $2.8M | Sell |
83,946
-46,679
| -36% | -$1.56M | 0.01% | 496 |
|
|
2020
Q1 | $4.11M | Sell |
130,625
-112,441
| -46% | -$3.54M | 0.02% | 388 |
|
|
2019
Q4 | $11.7M | Sell |
243,066
-4,945
| -2% | -$237K | 0.05% | 290 |
|
|
2019
Q3 | $11.2M | Sell |
248,011
-19,117
| -7% | -$862K | 0.06% | 267 |
|
|
2019
Q2 | $9.6M | Buy |
267,128
+22,902
| +9% | +$823K | 0.05% | 286 |
|
|
2019
Q1 | $8.87M | Buy |
244,226
+137,359
| +129% | +$4.99M | 0.05% | 301 |
|
|
2018
Q4 | $2.99M | Sell |
106,867
-43,008
| -29% | -$1.2M | 0.02% | 479 |
|
|
2018
Q3 | $6.63M | Sell |
149,875
-102,936
| -41% | -$4.55M | 0.03% | 371 |
|
|
2018
Q2 | $14.8M | Buy |
252,811
+17,998
| +8% | +$1.05M | 0.08% | 224 |
|
|
2018
Q1 | $16.4M | Buy |
234,813
+80,580
| +52% | +$5.62M | 0.11% | 177 |
|
|
2017
Q4 | $9.27M | Sell |
154,233
-281
| -0.2% | -$16.9K | 0.06% | 246 |
|
|
2017
Q3 | $10.1M | Buy |
154,514
+4,339
| +3% | +$283K | 0.07% | 224 |
|
|
2017
Q2 | $10.1M | Sell |
150,175
-28,187
| -16% | -$1.89M | 0.08% | 211 |
|
|
2017
Q1 | $11.1M | Buy |
178,362
+21,385
| +14% | +$1.33M | 0.09% | 197 |
|
|
2016
Q4 | $8.06M | Buy |
156,977
+22,120
| +16% | +$1.14M | 0.07% | 218 |
|
|
2016
Q3 | $5.96M | Buy |
134,857
+25,225
| +23% | +$1.11M | 0.06% | 257 |
|
|
2016
Q2 | $3.92M | Buy |
109,632
+38,788
| +55% | +$1.39M | 0.04% | 309 |
|
|
2016
Q1 | $2.53M | Buy |
70,844
+41,884
| +145% | +$1.5M | 0.02% | 359 |
|
|
2015
Q4 | $1.31M | Buy |
28,960
+16,603
| +134% | +$753K | 0.01% | 463 |
|
|
2015
Q3 | $742K | Buy |
12,357
+7,545
| +157% | +$453K | 0.01% | 532 |
|
|
2015
Q2 | $285K | Sell |
4,812
-11,765
| -71% | -$697K | ﹤0.01% | 864 |
|
|
2015
Q1 | $1.14M | Buy |
16,577
+419
| +3% | +$28.8K | 0.01% | 492 |
|
|
2014
Q4 | $1.35M | Buy |
16,158
+551
| +4% | +$46.1K | 0.02% | 459 |
|
|
2014
Q3 | $1.15M | Buy |
15,607
+3,781
| +32% | +$278K | 0.01% | 482 |
|
|
2014
Q2 | $825K | Buy |
11,826
+2,393
| +25% | +$167K | 0.01% | 450 |
|
|
2014
Q1 | $655K | Buy |
+9,433
| New | +$655K | 0.01% | 493 |
|