Plante Moran Financial 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 | $47.5K | Buy |
742
+686
| +1,225% | +$43.9K | ﹤0.01% | 340 |
|
|
2025
Q1 | $2.26K | Buy |
56
+12
| +27% | +$485 | ﹤0.01% | 693 |
|
|
2024
Q4 | $1.97K | Hold |
44
| – | – | ﹤0.01% | 782 |
|
|
2024
Q3 | $2.25K | Sell |
44
-157
| -78% | -$8.04K | ﹤0.01% | 747 |
|
|
2024
Q2 | $11.5K | Buy |
201
+157
| +357% | +$9K | ﹤0.01% | 564 |
|
|
2024
Q1 | $2.25K | Hold |
44
| – | – | ﹤0.01% | 760 |
|
|
2023
Q4 | $1.73K | Hold |
44
| – | – | ﹤0.01% | 737 |
|
|
2023
Q3 | $1.51K | Sell |
44
-132
| -75% | -$4.52K | ﹤0.01% | 674 |
|
|
2023
Q2 | $5.05K | Buy |
176
+132
| +300% | +$3.78K | ﹤0.01% | 637 |
|
|
2023
Q1 | $1.24K | Hold |
44
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $1.04K | Hold |
44
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 833 |
|
|
2022
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $2K | Sell |
44
-61
| -58% | -$2.77K | ﹤0.01% | 757 |
|
|
2021
Q4 | $5K | Buy |
105
+61
| +139% | +$2.91K | ﹤0.01% | 837 |
|
|
2021
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 880 |
|
|
2021
Q2 | $2K | Sell |
44
-35
| -44% | -$1.59K | ﹤0.01% | 892 |
|
|
2021
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 835 |
|
|
2020
Q4 | $3K | Hold |
79
| – | – | ﹤0.01% | 758 |
|
|
2020
Q3 | $2K | Sell |
79
-12
| -13% | -$304 | ﹤0.01% | 793 |
|
|
2020
Q2 | $3K | Buy |
91
+12
| +15% | +$396 | ﹤0.01% | 647 |
|
|
2020
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 664 |
|
|
2019
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 647 |
|
|
2019
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 723 |
|
|
2019
Q2 | $3K | Hold |
79
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $3K | Hold |
79
| – | – | ﹤0.01% | 696 |
|
|
2018
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 755 |
|
|
2018
Q3 | $4K | Sell |
79
-56
| -41% | -$2.84K | ﹤0.01% | 619 |
|
|
2018
Q2 | $8K | Buy |
135
+7
| +5% | +$415 | ﹤0.01% | 578 |
|
|
2018
Q1 | $9K | Buy |
128
+8
| +7% | +$563 | ﹤0.01% | 628 |
|
|
2017
Q4 | $7K | Hold |
120
| – | – | ﹤0.01% | 657 |
|
|
2017
Q3 | $8K | Buy |
120
+9
| +8% | +$600 | ﹤0.01% | 587 |
|
|
2017
Q2 | $7K | Hold |
111
| – | – | ﹤0.01% | 623 |
|
|
2017
Q1 | $7K | Sell |
111
-23
| -17% | -$1.45K | ﹤0.01% | 658 |
|
|
2016
Q4 | $7K | Sell |
134
-4
| -3% | -$209 | ﹤0.01% | 656 |
|
|
2016
Q3 | $6K | Sell |
138
-103
| -43% | -$4.48K | ﹤0.01% | 669 |
|
|
2016
Q2 | $9K | Buy |
241
+114
| +90% | +$4.26K | 0.01% | 546 |
|
|
2016
Q1 | $5K | Sell |
127
-194
| -60% | -$7.64K | ﹤0.01% | 593 |
|
|
2015
Q4 | $15K | Buy |
321
+174
| +118% | +$8.13K | 0.01% | 504 |
|
|
2015
Q3 | $9K | Hold |
147
| – | – | 0.01% | 501 |
|
|
2015
Q2 | $9K | Hold |
147
| – | – | 0.01% | 547 |
|
|
2015
Q1 | $10K | Hold |
147
| – | – | 0.01% | 520 |
|
|
2014
Q4 | $12K | Hold |
147
| – | – | 0.01% | 505 |
|
|
2014
Q3 | $11K | Hold |
147
| – | – | 0.01% | 522 |
|
|
2014
Q2 | $10K | Buy |
147
+68
| +86% | +$4.63K | 0.01% | 544 |
|
|
2014
Q1 | $6K | Sell |
79
-901
| -92% | -$68.4K | 0.01% | 450 |
|
|
2013
Q4 | $62K | Buy |
980
+901
| +1,141% | +$57K | 0.03% | 204 |
|
|
2013
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 501 |
|
|
2013
Q2 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 484 |
|