Steward Partners Investment Advisory’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $79.6K | Sell |
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|
2024
Q4 | $163K | Sell |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $72K | Buy |
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|
2023
Q4 | $50.6K | Sell |
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|
2023
Q3 | $49K | Buy |
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|
2023
Q2 | $36.9K | Sell |
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|
2023
Q1 | $51.7K | Sell |
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|
2022
Q4 | $57K | Buy |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $103K | Buy |
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|
2021
Q2 | $66K | Sell |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | $77K | Buy |
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|
2020
Q3 | $26K | Buy |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $28K | Buy |
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|
2019
Q4 | $42K | Sell |
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|
2019
Q3 | $40K | Sell |
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|
2019
Q2 | $34K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $177K | Buy |
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|
2018
Q2 | $93K | Buy |
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|
2018
Q1 | $103K | Buy |
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|
2017
Q4 | $56K | Buy |
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|
2017
Q3 | $29K | Buy |
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|
2017
Q2 | $21K | Buy |
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|
2017
Q1 | $16K | Buy |
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|
2016
Q4 | $6K | Buy |
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