MAI Capital Management’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 | $305K | Buy |
4,759
+3,197
| +205% | +$205K | ﹤0.01% | 968 |
|
|
2025
Q1 | $63.2K | Sell |
1,562
-497
| -24% | -$20.1K | ﹤0.01% | 1536 |
|
|
2024
Q4 | $92.8K | Buy |
+2,059
| New | +$92.8K | ﹤0.01% | 1397 |
|
|
2024
Q3 | – | Sell |
-4,465
| Closed | -$256K | – | 1207 |
|
|
2024
Q2 | $256K | Buy |
4,465
+259
| +6% | +$14.8K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $217K | Buy |
+4,206
| New | +$217K | ﹤0.01% | 1061 |
|
|
2023
Q2 | – | Sell |
-12,747
| Closed | -$363K | – | 1096 |
|
|
2023
Q1 | $363K | Buy |
12,747
+2,123
| +20% | +$60.4K | 0.01% | 714 |
|
|
2022
Q4 | $253K | Buy |
+10,624
| New | +$253K | ﹤0.01% | 806 |
|