Steward Partners Investment Advisory’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 | $128K | Buy |
2,006
+37
| +2% | +$2.37K | ﹤0.01% | 1968 |
|
|
2025
Q1 | $79.6K | Sell |
1,969
-1,639
| -45% | -$66.3K | ﹤0.01% | 2147 |
|
|
2024
Q4 | $163K | Sell |
3,608
-542
| -13% | -$24.4K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $214K | Buy |
4,150
+447
| +12% | +$23.1K | ﹤0.01% | 1494 |
|
|
2024
Q2 | $212K | Buy |
3,703
+2,307
| +165% | +$132K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $72K | Buy |
1,396
+118
| +9% | +$6.09K | ﹤0.01% | 1923 |
|
|
2023
Q4 | $50.6K | Sell |
1,278
-142
| -10% | -$5.62K | ﹤0.01% | 1990 |
|
|
2023
Q3 | $49K | Buy |
1,420
+133
| +10% | +$4.59K | ﹤0.01% | 1922 |
|
|
2023
Q2 | $36.9K | Sell |
1,287
-529
| -29% | -$15.2K | ﹤0.01% | 2008 |
|
|
2023
Q1 | $51.7K | Sell |
1,816
-575
| -24% | -$16.4K | ﹤0.01% | 1850 |
|
|
2022
Q4 | $57K | Buy |
2,391
+109
| +5% | +$2.6K | ﹤0.01% | 1781 |
|
|
2022
Q3 | $56K | Sell |
2,282
-41
| -2% | -$1.01K | ﹤0.01% | 1733 |
|
|
2022
Q2 | $79K | Hold |
2,323
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q1 | $87K | Sell |
2,323
-72
| -3% | -$2.7K | ﹤0.01% | 1663 |
|
|
2021
Q4 | $118K | Sell |
2,395
-14
| -0.6% | -$690 | ﹤0.01% | 1529 |
|
|
2021
Q3 | $103K | Buy |
2,409
+1,183
| +96% | +$50.6K | ﹤0.01% | 1534 |
|
|
2021
Q2 | $66K | Sell |
1,226
-1,027
| -46% | -$55.3K | ﹤0.01% | 2809 |
|
|
2021
Q1 | $114K | Buy |
2,253
+422
| +23% | +$21.3K | ﹤0.01% | 1553 |
|
|
2020
Q4 | $77K | Buy |
1,831
+881
| +93% | +$37K | ﹤0.01% | 1474 |
|
|
2020
Q3 | $26K | Buy |
950
+44
| +5% | +$1.2K | ﹤0.01% | 1794 |
|
|
2020
Q2 | $30K | Buy |
906
+6
| +0.7% | +$199 | ﹤0.01% | 1621 |
|
|
2020
Q1 | $28K | Buy |
900
+6
| +0.7% | +$187 | ﹤0.01% | 1482 |
|
|
2019
Q4 | $42K | Sell |
894
-12
| -1% | -$564 | ﹤0.01% | 1476 |
|
|
2019
Q3 | $40K | Sell |
906
-45
| -5% | -$1.99K | ﹤0.01% | 1450 |
|
|
2019
Q2 | $34K | Buy |
+951
| New | +$34K | ﹤0.01% | 1488 |
|
|
2018
Q4 | – | Sell |
-3,994
| Closed | -$177K | – | 2152 |
|
|
2018
Q3 | $177K | Buy |
3,994
+2,402
| +151% | +$106K | 0.01% | 754 |
|
|
2018
Q2 | $93K | Buy |
1,592
+110
| +7% | +$6.43K | 0.01% | 876 |
|
|
2018
Q1 | $103K | Buy |
1,482
+547
| +59% | +$38K | 0.01% | 768 |
|
|
2017
Q4 | $56K | Buy |
935
+481
| +106% | +$28.8K | ﹤0.01% | 795 |
|
|
2017
Q3 | $29K | Buy |
454
+138
| +44% | +$8.82K | ﹤0.01% | 847 |
|
|
2017
Q2 | $21K | Buy |
316
+57
| +22% | +$3.79K | ﹤0.01% | 855 |
|
|
2017
Q1 | $16K | Buy |
259
+133
| +106% | +$8.22K | ﹤0.01% | 822 |
|
|
2016
Q4 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 640 |
|