Mount Yale Investment 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 | $10.4K | Buy |
+163
| New | +$10.4K | ﹤0.01% | 1129 |
|
|
2020
Q3 | – | Sell |
-7,966
| Closed | -$266K | – | 378 |
|
|
2020
Q2 | $266K | Sell |
7,966
-349
| -4% | -$11.7K | 0.05% | 272 |
|
|
2020
Q1 | $262K | Sell |
8,315
-1,467
| -15% | -$46.2K | 0.06% | 247 |
|
|
2019
Q4 | $484K | Buy |
9,782
+1,800
| +23% | +$89.1K | 0.08% | 203 |
|
|
2019
Q3 | $317K | Sell |
7,982
-3,690
| -32% | -$147K | 0.06% | 265 |
|
|
2019
Q2 | $466K | Sell |
11,672
-1,315
| -10% | -$52.5K | 0.09% | 198 |
|
|
2019
Q1 | $472K | Buy |
12,987
+94
| +0.7% | +$3.42K | 0.09% | 185 |
|
|
2018
Q4 | $448K | Sell |
12,893
-146,100
| -92% | -$5.08M | 0.09% | 197 |
|
|
2018
Q3 | $5.83M | Buy |
158,993
+50,717
| +47% | +$1.86M | 1.02% | 25 |
|
|
2018
Q2 | $6.34M | Buy |
108,276
+6,707
| +7% | +$392K | 1.2% | 23 |
|
|
2018
Q1 | $7.08M | Buy |
+101,569
| New | +$7.08M | 1.52% | 5 |
|