Kestra Private Wealth 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 | $535K | Buy |
8,353
+1,144
| +16% | +$73.2K | 0.01% | 999 |
|
|
2025
Q1 | $291K | Buy |
7,209
+778
| +12% | +$31.5K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $290K | Sell |
6,431
-1,441
| -18% | -$64.9K | ﹤0.01% | 1146 |
|
|
2024
Q3 | $406K | Sell |
7,872
-4,222
| -35% | -$218K | 0.01% | 960 |
|
|
2024
Q2 | $693K | Buy |
12,094
+4,235
| +54% | +$243K | 0.01% | 706 |
|
|
2024
Q1 | $405K | Buy |
7,859
+854
| +12% | +$44K | 0.01% | 885 |
|
|
2023
Q4 | $277K | Sell |
7,005
-64
| -0.9% | -$2.53K | 0.01% | 984 |
|
|
2023
Q3 | $244K | Buy |
+7,069
| New | +$244K | 0.01% | 958 |
|
|
2022
Q2 | – | Sell |
-5,625
| Closed | -$211K | – | 1019 |
|
|
2022
Q1 | $211K | Buy |
5,625
+76
| +1% | +$2.85K | 0.01% | 877 |
|
|
2021
Q4 | $273K | Buy |
5,549
+4
| +0.1% | +$197 | 0.01% | 803 |
|
|
2021
Q3 | $237K | Sell |
5,545
-194
| -3% | -$8.29K | 0.01% | 794 |
|
|
2021
Q2 | $309K | Sell |
5,739
-463
| -7% | -$24.9K | 0.02% | 669 |
|
|
2021
Q1 | $313K | Sell |
6,202
-261
| -4% | -$13.2K | 0.02% | 593 |
|
|
2020
Q4 | $242K | Buy |
+6,463
| New | +$242K | 0.02% | 615 |
|