NewEdge Wealth’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 | $1.19M | Buy |
15,981
+3,243
| +25% | +$241K | 0.02% | 490 |
|
|
2025
Q1 | $515K | Sell |
12,738
-30,212
| -70% | -$1.22M | 0.01% | 642 |
|
|
2024
Q4 | $1.94M | Buy |
42,950
+6,868
| +19% | +$310K | 0.03% | 365 |
|
|
2024
Q3 | $1.86M | Buy |
+36,082
| New | +$1.86M | 0.03% | 363 |
|
|
2022
Q3 | – | Sell |
-7,987
| Closed | -$271K | – | 606 |
|
|
2022
Q2 | $271K | Buy |
+7,987
| New | +$271K | 0.01% | 484 |
|