Mission Wealth 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 | $330K | Sell |
5,154
-18
| -0.3% | -$1.15K | 0.01% | 540 |
|
|
2025
Q1 | $209K | Sell |
5,172
-1,645
| -24% | -$66.5K | 0.01% | 603 |
|
|
2024
Q4 | $307K | Sell |
6,817
-2
| -0% | -$90 | 0.01% | 522 |
|
|
2024
Q3 | $352K | Sell |
6,819
-16
| -0.2% | -$826 | 0.01% | 493 |
|
|
2024
Q2 | $391K | Buy |
+6,835
| New | +$391K | 0.01% | 446 |
|
|
2022
Q3 | – | Sell |
-6,435
| Closed | -$218K | – | 502 |
|
|
2022
Q2 | $218K | Buy |
6,435
+14
| +0.2% | +$474 | 0.01% | 449 |
|
|
2022
Q1 | $241K | Buy |
6,421
+1,985
| +45% | +$74.5K | 0.01% | 443 |
|
|
2021
Q4 | $219K | Buy |
+4,436
| New | +$219K | 0.01% | 476 |
|
|
2021
Q3 | – | Sell |
-4,436
| Closed | -$239K | – | 504 |
|
|
2021
Q2 | $239K | Sell |
4,436
-62
| -1% | -$3.34K | 0.01% | 432 |
|
|
2021
Q1 | $227K | Buy |
+4,498
| New | +$227K | 0.01% | 409 |
|