OneDigital 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 | $228K | Buy |
+3,564
| New | +$228K | ﹤0.01% | 1318 |
|
|
2024
Q4 | – | Sell |
-4,849
| Closed | -$250K | – | 1524 |
|
|
2024
Q3 | $250K | Buy |
4,849
+420
| +9% | +$21.7K | ﹤0.01% | 1253 |
|
|
2024
Q2 | $254K | Buy |
+4,429
| New | +$254K | ﹤0.01% | 1182 |
|
|
2023
Q2 | – | Sell |
-10,648
| Closed | -$303K | – | 1053 |
|
|
2023
Q1 | $303K | Buy |
+10,648
| New | +$303K | 0.01% | 778 |
|
|
2019
Q2 | – | Sell |
-173
| Closed | -$6K | – | 1264 |
|
|
2019
Q1 | $6K | Hold |
173
| – | – | ﹤0.01% | 971 |
|
|
2018
Q4 | $5K | Sell |
173
-135
| -44% | -$3.9K | ﹤0.01% | 961 |
|
|
2018
Q3 | $14K | Sell |
308
-810
| -72% | -$36.8K | ﹤0.01% | 767 |
|
|
2018
Q2 | $65K | Sell |
1,118
-229
| -17% | -$13.3K | 0.01% | 432 |
|
|
2018
Q1 | $94K | Buy |
1,347
+297
| +28% | +$20.7K | 0.02% | 360 |
|
|
2017
Q4 | $63K | Sell |
1,050
-141
| -12% | -$8.46K | 0.01% | 446 |
|
|
2017
Q3 | $78K | Sell |
1,191
-300
| -20% | -$19.6K | 0.03% | 278 |
|
|
2017
Q2 | $83K | Buy |
+1,491
| New | +$83K | 0.02% | 355 |
|