Summit Trail 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 | $2.89M | Buy |
+45,170
| New | +$2.89M | 0.05% | 190 |
|
|
2024
Q4 | – | Sell |
-25,965
| Closed | -$1.34M | – | 783 |
|
|
2024
Q3 | $1.34M | Sell |
25,965
-621
| -2% | -$32.1K | 0.03% | 218 |
|
|
2024
Q2 | $1.52M | Buy |
+26,586
| New | +$1.52M | 0.04% | 171 |
|
|
2018
Q2 | – | Sell |
-16,662
| Closed | -$634K | – | 689 |
|
|
2018
Q1 | $634K | Buy |
16,662
+2,976
| +22% | +$113K | 0.11% | 182 |
|
|
2017
Q4 | $882K | Buy |
+13,686
| New | +$882K | 0.11% | 168 |
|