MAI Capital Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.18M	Buy	8,067 +3,059	+61%	+$799K	0.01%	564
2025 Q4	$863K	Buy	5,008 +124	+3%	+$18.8K	0.01%	784
2025 Q3	$586K	Buy	4,884 +125	+3%	+$10.2K	﹤0.01%	869
2025 Q2	$305K	Buy	4,759 +3,197	+205%	+$152K	﹤0.01%	1007
2025 Q1	$63.2K	Sell	1,562 -497	-24%	-$23.6K	﹤0.01%	1625
2024 Q4	$92.8K	Buy	+2,059	New	+$104K	﹤0.01%	1475
2024 Q3	–	Sell	-4,465	Closed	-$256K	–	1250
2024 Q2	$256K	Buy	4,465 +259	+6%	+$14.4K	﹤0.01%	1046
2024 Q1	$217K	Buy	+4,206	New	+$184K	﹤0.01%	1096
2023 Q2	–	Sell	-12,747	Closed	-$363K	–	1128
2023 Q1	$363K	Buy	12,747 +2,123	+20%	+$62.3K	0.01%	730
2022 Q4	$253K	Buy	+10,624	New	+$280K	﹤0.01%	826