Sequoia 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 | $356K | Buy |
+5,567
| New | +$356K | ﹤0.01% | 1161 |
|
|
2025
Q1 | – | Sell |
-7,431
| Closed | -$335K | – | 1453 |
|
|
2024
Q4 | $335K | Sell |
7,431
-1,973
| -21% | -$88.9K | ﹤0.01% | 974 |
|
|
2024
Q3 | $485K | Buy |
9,404
+4,248
| +82% | +$219K | 0.01% | 756 |
|
|
2024
Q2 | $295K | Buy |
5,156
+573
| +13% | +$32.8K | ﹤0.01% | 896 |
|
|
2024
Q1 | $236K | Buy |
+4,583
| New | +$236K | ﹤0.01% | 971 |
|
|
2015
Q1 | – | Sell |
-2,576
| Closed | -$216K | – | 191 |
|
|
2014
Q4 | $216K | Buy |
+2,576
| New | +$216K | 0.15% | 142 |
|