Northwestern Mutual 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 | $214K | Sell |
3,343
-2,597
| -44% | -$166K | ﹤0.01% | 1714 |
|
2025
Q1 | $240K | Sell |
5,940
-199
| -3% | -$8.05K | ﹤0.01% | 1591 |
|
2024
Q4 | $277K | Buy |
6,139
+1,479
| +32% | +$66.7K | ﹤0.01% | 1523 |
|
2024
Q3 | $241K | Buy |
4,660
+340
| +8% | +$17.6K | ﹤0.01% | 1562 |
|
2024
Q2 | $247K | Buy |
4,320
+411
| +11% | +$23.5K | ﹤0.01% | 1498 |
|
2024
Q1 | $202K | Sell |
3,909
-1,772
| -31% | -$91.4K | ﹤0.01% | 1552 |
|
2023
Q4 | $225K | Buy |
5,681
+2,628
| +86% | +$104K | ﹤0.01% | 1472 |
|
2023
Q3 | $105K | Sell |
3,053
-249
| -8% | -$8.59K | ﹤0.01% | 1694 |
|
2023
Q2 | $94.7K | Sell |
3,302
-85
| -3% | -$2.44K | ﹤0.01% | 1745 |
|
2023
Q1 | $96.5K | Sell |
3,387
-881
| -21% | -$25.1K | ﹤0.01% | 1703 |
|
2022
Q4 | $102K | Sell |
4,268
-1,355
| -24% | -$32.3K | ﹤0.01% | 1646 |
|
2022
Q3 | $140K | Sell |
5,623
-784
| -12% | -$19.5K | ﹤0.01% | 1527 |
|
2022
Q2 | $217K | Buy |
6,407
+13
| +0.2% | +$440 | ﹤0.01% | 1362 |
|
2022
Q1 | $241K | Sell |
6,394
-1,225
| -16% | -$46.2K | ﹤0.01% | 1357 |
|
2021
Q4 | $376K | Buy |
7,619
+1,356
| +22% | +$66.9K | ﹤0.01% | 1187 |
|
2021
Q3 | $267K | Sell |
6,263
-500
| -7% | -$21.3K | ﹤0.01% | 1235 |
|
2021
Q2 | $364K | Sell |
6,763
-1,086
| -14% | -$58.5K | ﹤0.01% | 1097 |
|
2021
Q1 | $396K | Buy |
7,849
+263
| +3% | +$13.3K | ﹤0.01% | 1005 |
|
2020
Q4 | $318K | Sell |
7,586
-893
| -11% | -$37.4K | ﹤0.01% | 979 |
|
2020
Q3 | $234K | Sell |
8,479
-217
| -2% | -$5.99K | ﹤0.01% | 976 |
|
2020
Q2 | $290K | Sell |
8,696
-1,260
| -13% | -$42K | ﹤0.01% | 853 |
|
2020
Q1 | $313K | Buy |
9,956
+1,501
| +18% | +$47.2K | ﹤0.01% | 761 |
|
2019
Q4 | $406K | Buy |
8,455
+107
| +1% | +$5.14K | ﹤0.01% | 736 |
|
2019
Q3 | $376K | Buy |
8,348
+156
| +2% | +$7.03K | ﹤0.01% | 705 |
|
2019
Q2 | $294K | Sell |
8,192
-1,634
| -17% | -$58.6K | ﹤0.01% | 774 |
|
2019
Q1 | $357K | Buy |
9,826
+818
| +9% | +$29.7K | ﹤0.01% | 700 |
|
2018
Q4 | $252K | Sell |
9,008
-1,130
| -11% | -$31.6K | ﹤0.01% | 728 |
|
2018
Q3 | $450K | Sell |
10,138
-708
| -7% | -$31.4K | ﹤0.01% | 590 |
|
2018
Q2 | $635K | Buy |
10,846
+62
| +0.6% | +$3.63K | ﹤0.01% | 489 |
|
2018
Q1 | $753K | Sell |
10,784
-880
| -8% | -$61.4K | ﹤0.01% | 446 |
|
2017
Q4 | $702K | Sell |
11,664
-173
| -1% | -$10.4K | ﹤0.01% | 443 |
|
2017
Q3 | $773K | Buy |
11,837
+381
| +3% | +$24.9K | 0.01% | 400 |
|
2017
Q2 | $767K | Sell |
11,456
-1,087
| -9% | -$72.8K | 0.01% | 397 |
|
2017
Q1 | $782K | Sell |
12,543
-2,280
| -15% | -$142K | 0.01% | 373 |
|
2016
Q4 | $762K | Buy |
+14,823
| New | +$762K | 0.01% | 370 |
|
2016
Q3 | – | Sell |
-14,602
| Closed | -$522K | – | 1520 |
|
2016
Q2 | $522K | Buy |
14,602
+3,988
| +38% | +$143K | 0.01% | 400 |
|
2016
Q1 | $380K | Buy |
10,614
+3,192
| +43% | +$114K | 0.01% | 451 |
|
2015
Q4 | $337K | Buy |
7,422
+145
| +2% | +$6.58K | 0.01% | 429 |
|
2015
Q3 | $437K | Buy |
7,277
+491
| +7% | +$29.5K | 0.01% | 351 |
|
2015
Q2 | $402K | Sell |
6,786
-248
| -4% | -$14.7K | 0.01% | 355 |
|
2015
Q1 | $484K | Buy |
7,034
+181
| +3% | +$12.5K | 0.01% | 326 |
|
2014
Q4 | $573K | Buy |
6,853
+214
| +3% | +$17.9K | 0.02% | 279 |
|
2014
Q3 | $488K | Buy |
6,639
+156
| +2% | +$11.5K | 0.02% | 294 |
|
2014
Q2 | $452K | Hold |
6,483
| – | – | 0.02% | 281 |
|
2014
Q1 | $450K | Hold |
6,483
| – | – | 0.02% | 280 |
|
2013
Q4 | $411K | Buy |
+6,483
| New | +$411K | 0.02% | 287 |
|
2013
Q3 | – | Sell |
-2,372
| Closed | -$111K | – | 1484 |
|
2013
Q2 | $111K | Buy |
+2,372
| New | +$111K | 0.01% | 425 |
|