Mather Group’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 | – | Sell |
-2,476
| Closed | -$100K | – | 1707 |
|
|
2025
Q1 | $100K | Sell |
2,476
-720
| -23% | -$29.1K | ﹤0.01% | 749 |
|
|
2024
Q4 | $144K | Buy |
3,196
+210
| +7% | +$9.47K | ﹤0.01% | 660 |
|
|
2024
Q3 | $154K | Buy |
2,986
+71
| +2% | +$3.67K | ﹤0.01% | 644 |
|
|
2024
Q2 | $150K | Buy |
2,915
+282
| +11% | +$14.5K | ﹤0.01% | 690 |
|
|
2024
Q1 | $104K | Buy |
+2,633
| New | +$104K | ﹤0.01% | 694 |
|