Kovack Advisors’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 | $368K | Buy |
+5,751
| New | +$368K | 0.04% | 404 |
|
|
2025
Q1 | – | Sell |
-5,342
| Closed | -$241K | – | 641 |
|
|
2024
Q4 | $241K | Buy |
5,342
+264
| +5% | +$11.9K | 0.02% | 522 |
|
|
2024
Q3 | $262K | Buy |
+5,078
| New | +$262K | 0.03% | 472 |
|
|
2023
Q1 | – | Sell |
-19,415
| Closed | -$463K | – | 615 |
|
|
2022
Q4 | $463K | Sell |
19,415
-8,077
| -29% | -$193K | 0.07% | 299 |
|
|
2022
Q3 | $676K | Sell |
27,492
-1,488
| -5% | -$36.6K | 0.1% | 222 |
|
|
2022
Q2 | $982K | Buy |
28,980
+6,515
| +29% | +$221K | 0.13% | 166 |
|
|
2022
Q1 | $843K | Buy |
22,465
+2,580
| +13% | +$96.8K | 0.09% | 253 |
|
|
2021
Q4 | $980K | Buy |
19,885
+8,462
| +74% | +$417K | 0.09% | 225 |
|
|
2021
Q3 | $487K | Buy |
11,423
+5,386
| +89% | +$230K | 0.05% | 384 |
|
|
2021
Q2 | $325K | Buy |
6,037
+738
| +14% | +$39.7K | 0.04% | 485 |
|
|
2021
Q1 | $267K | Buy |
+5,299
| New | +$267K | 0.03% | 509 |
|
|
2017
Q3 | – | Sell |
-3,351
| Closed | -$224K | – | 394 |
|
|
2017
Q2 | $224K | Buy |
+3,351
| New | +$224K | 0.07% | 311 |
|
|
2016
Q1 | – | Sell |
-4,570
| Closed | -$207K | – | 250 |
|
|
2015
Q4 | $207K | Buy |
+4,570
| New | +$207K | 0.14% | 181 |
|