Kestra Advisory Services’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 | $647K | Sell |
10,115
-122
| -1% | -$7.81K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $414K | Sell |
10,237
-1,850
| -15% | -$74.8K | ﹤0.01% | 1942 |
|
|
2024
Q4 | $545K | Sell |
12,087
-712
| -6% | -$32.1K | ﹤0.01% | 1808 |
|
|
2024
Q3 | $661K | Hold |
12,799
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q2 | $733K | Buy |
12,799
+2,447
| +24% | +$140K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $534K | Buy |
10,352
+248
| +2% | +$12.8K | ﹤0.01% | 1616 |
|
|
2023
Q4 | $400K | Sell |
10,104
-152
| -1% | -$6.02K | ﹤0.01% | 1662 |
|
|
2023
Q3 | $354K | Sell |
10,256
-3,290
| -24% | -$113K | ﹤0.01% | 1563 |
|
|
2023
Q2 | $388K | Sell |
13,546
-5,466
| -29% | -$157K | ﹤0.01% | 1446 |
|
|
2023
Q1 | $541K | Sell |
19,012
-13,735
| -42% | -$391K | 0.01% | 1236 |
|
|
2022
Q4 | $781K | Sell |
32,747
-10,355
| -24% | -$247K | 0.01% | 1169 |
|
|
2022
Q3 | $1.06M | Sell |
43,102
-2,583
| -6% | -$63.5K | 0.01% | 950 |
|
|
2022
Q2 | $1.55M | Sell |
45,685
-2,054
| -4% | -$69.6K | 0.02% | 773 |
|
|
2022
Q1 | $1.79M | Sell |
47,739
-7,896
| -14% | -$296K | 0.02% | 714 |
|
|
2021
Q4 | $2.74M | Sell |
55,635
-4,972
| -8% | -$245K | 0.03% | 573 |
|
|
2021
Q3 | $2.59M | Sell |
60,607
-6,813
| -10% | -$291K | 0.03% | 607 |
|
|
2021
Q2 | $3.63M | Sell |
67,420
-1,434
| -2% | -$77.1K | 0.04% | 451 |
|
|
2021
Q1 | $3.47M | Buy |
68,854
+48,347
| +236% | +$2.44M | 0.04% | 423 |
|
|
2020
Q4 | $768K | Buy |
20,507
+6,150
| +43% | +$230K | 0.01% | 993 |
|
|
2020
Q3 | $397K | Buy |
+14,357
| New | +$397K | 0.01% | 981 |
|