SteelPeak Wealth’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 | $1.7M | Buy |
26,568
+2,611
| +11% | +$167K | 0.07% | 204 |
|
|
2025
Q1 | $969K | Buy |
23,957
+14,881
| +164% | +$602K | 0.04% | 245 |
|
|
2024
Q4 | $409K | Sell |
9,076
-13,097
| -59% | -$590K | 0.02% | 343 |
|
|
2024
Q3 | $1.14M | Buy |
22,173
+18,024
| +434% | +$930K | 0.05% | 207 |
|
|
2024
Q2 | $238K | Buy |
+4,149
| New | +$238K | 0.01% | 403 |
|
|
2024
Q1 | – | Sell |
-6,222
| Closed | -$246K | – | 478 |
|
|
2023
Q4 | $246K | Buy |
+6,222
| New | +$246K | 0.01% | 345 |
|
|
2022
Q2 | – | Sell |
-5,371
| Closed | -$202K | – | 459 |
|
|
2022
Q1 | $202K | Hold |
5,371
| – | – | 0.01% | 383 |
|
|
2021
Q4 | $265K | Hold |
5,371
| – | – | 0.02% | 330 |
|
|
2021
Q3 | $229K | Hold |
5,371
| – | – | 0.02% | 361 |
|
|
2021
Q2 | $289K | Hold |
5,371
| – | – | 0.02% | 334 |
|
|
2021
Q1 | $271K | Hold |
5,371
| – | – | 0.02% | 305 |
|
|
2020
Q4 | $225K | Buy |
+5,371
| New | +$225K | 0.02% | 291 |
|
|
2020
Q3 | – | Sell |
-7,017
| Closed | -$234K | – | 284 |
|
|
2020
Q2 | $234K | Buy |
7,017
+5
| +0.1% | +$167 | 0.03% | 216 |
|
|
2020
Q1 | $221K | Sell |
7,012
-2,756
| -28% | -$86.9K | 0.03% | 199 |
|
|
2019
Q4 | $469K | Buy |
+9,768
| New | +$469K | 0.06% | 173 |
|