Kestra Private Wealth Services’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 | $535K | Buy |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $693K | Buy |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $242K | Buy |
|