Orion Portfolio Solutions’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,430
| Closed | -$335K | – | 1985 |
|
|
2024
Q4 | $335K | Sell |
7,430
-1,061
| -12% | -$47.8K | ﹤0.01% | 1506 |
|
|
2024
Q3 | $438K | Sell |
8,491
-4,947
| -37% | -$255K | ﹤0.01% | 1382 |
|
|
2024
Q2 | $770K | Buy |
13,438
+7,412
| +123% | +$424K | 0.01% | 1096 |
|
|
2024
Q1 | $311K | Buy |
+6,026
| New | +$311K | ﹤0.01% | 1449 |
|
|
2020
Q3 | – | Sell |
-578
| Closed | -$19K | – | 2038 |
|
|
2020
Q2 | $19K | Buy |
578
+137
| +31% | +$4.5K | ﹤0.01% | 977 |
|
|
2020
Q1 | $14K | Buy |
441
+78
| +21% | +$2.48K | ﹤0.01% | 960 |
|
|
2019
Q4 | $17K | Buy |
+363
| New | +$17K | ﹤0.01% | 831 |
|