Sunbelt Securities’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.2K | Buy |
278
+223
| +405% | +$58.2K | ﹤0.01% | 924 |
|
|
2025
Q4 | $9.47K | Hold |
55
| – | – | ﹤0.01% | 1455 |
|
|
2025
Q3 | $6.6K | Buy |
55
+18
| +49% | +$1.47K | ﹤0.01% | 1553 |
|
|
2025
Q2 | $2.21K | Buy |
37
+9
| +32% | +$428 | ﹤0.01% | 1581 |
|
|
2025
Q1 | $1.13K | Sell |
28
-21
| -43% | -$996 | ﹤0.01% | 1637 |
|
|
2024
Q4 | $2.21K | Buy |
49
+37
| +308% | +$1.86K | ﹤0.01% | 1584 |
|
|
2024
Q3 | $615 | Sell |
12
-582
| -98% | -$29.4K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $34K | Sell |
594
-103
| -15% | -$5.71K | ﹤0.01% | 999 |
|
|
2024
Q1 | $36K | Buy |
+697
| New | +$30.5K | ﹤0.01% | 948 |
|
|
2023
Q3 | – | Sell |
-6,397
| Closed | -$183K | – | 1830 |
|
|
2023
Q2 | $183K | Sell |
6,397
-330
| -5% | -$9.18K | 0.03% | 482 |
|
|
2023
Q1 | $190K | Buy |
+6,727
| New | +$197K | 0.03% | 449 |
|
|
2022
Q3 | – | Sell |
-7,032
| Closed | -$238K | – | 456 |
|
|
2022
Q2 | $238K | Hold |
7,032
| – | – | 0.05% | 375 |
|
|
2022
Q1 | $269K | Sell |
7,032
-304
| -4% | -$12.5K | 0.05% | 382 |
|
|
2021
Q4 | $290K | Sell |
7,336
-106
| -1% | -$4.61K | 0.05% | 375 |
|
|
2021
Q3 | $361K | Hold |
7,442
| – | – | 0.07% | 308 |
|
|
2021
Q2 | $361K | Buy |
7,442
+199
| +3% | +$10.8K | 0.07% | 308 |
|
|
2021
Q1 | $365K | Hold |
7,243
| – | – | 0.07% | 296 |
|
|
2020
Q4 | $303K | Sell |
7,243
-133
| -2% | -$4.42K | 0.06% | 304 |
|
|
2020
Q3 | $204K | Buy |
+7,376
| New | +$219K | 0.06% | 306 |
|
|
2016
Q3 | – | Sell |
-8,896
| Closed | -$318K | – | 112 |
|
|
2016
Q2 | $318K | Sell |
8,896
-100
| -1% | -$3.29K | 0.42% | 56 |
|
|
2016
Q1 | $321K | Buy |
+8,996
| New | +$322K | 0.47% | 51 |
|
Other funds holding WDC
VCM
VPM