Strategic Wealth Partners’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 | $384 | Buy |
+6
| New | +$384 | ﹤0.01% | 1087 |
|
|
2021
Q4 | – | Sell |
-15,458
| Closed | -$659K | – | 305 |
|
|
2021
Q3 | $659K | Buy |
15,458
+6,214
| +67% | +$265K | 0.19% | 141 |
|
|
2021
Q2 | $497K | Buy |
9,244
+443
| +5% | +$23.8K | 0.16% | 154 |
|
|
2021
Q1 | $444K | Buy |
8,801
+2,238
| +34% | +$113K | 0.18% | 128 |
|
|
2020
Q4 | $275K | Buy |
+6,563
| New | +$275K | 0.12% | 154 |
|
|
2020
Q2 | – | Sell |
-16,187
| Closed | -$777K | – | 170 |
|
|
2020
Q1 | $777K | Hold |
16,187
| – | – | 0.4% | 73 |
|
|
2019
Q4 | $777K | Buy |
16,187
+1,172
| +8% | +$56.3K | 0.4% | 73 |
|
|
2019
Q3 | $664 | Buy |
+15,015
| New | +$664 | ﹤0.01% | 218 |
|