SVB Wealth’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,479
| Closed | -$337K | – | 1812 |
|
|
2024
Q4 | $337K | Buy |
+7,479
| New | +$337K | 0.01% | 521 |
|
|
2024
Q3 | – | Sell |
-7,389
| Closed | -$423K | – | 624 |
|
|
2024
Q2 | $423K | Sell |
7,389
-544
| -7% | -$31.2K | 0.01% | 463 |
|
|
2024
Q1 | $409K | Buy |
+7,933
| New | +$409K | 0.01% | 534 |
|
|
2023
Q4 | – | Sell |
-12,657
| Closed | -$437K | – | 951 |
|
|
2023
Q3 | $437K | Sell |
12,657
-258
| -2% | -$8.9K | 0.01% | 494 |
|
|
2023
Q2 | $370K | Sell |
12,915
-2,490
| -16% | -$71.4K | 0.01% | 584 |
|
|
2023
Q1 | $439K | Sell |
15,405
-610
| -4% | -$17.4K | 0.01% | 576 |
|
|
2022
Q4 | $382K | Buy |
16,015
+6,004
| +60% | +$143K | 0.01% | 643 |
|
|
2022
Q3 | $246K | Buy |
10,011
+716
| +8% | +$17.6K | ﹤0.01% | 768 |
|
|
2022
Q2 | $315K | Sell |
9,295
-314
| -3% | -$10.6K | ﹤0.01% | 546 |
|
|
2022
Q1 | $361K | Buy |
9,609
+999
| +12% | +$37.5K | ﹤0.01% | 533 |
|
|
2021
Q4 | $424K | Sell |
8,610
-33,322
| -79% | -$1.64M | 0.01% | 488 |
|
|
2021
Q3 | $1.79M | Buy |
41,932
+11,019
| +36% | +$470K | 0.02% | 271 |
|
|
2021
Q2 | $1.66M | Buy |
30,913
+5,802
| +23% | +$312K | 0.02% | 286 |
|
|
2021
Q1 | $1.27M | Buy |
25,111
+10,955
| +77% | +$553K | 0.02% | 309 |
|
|
2020
Q4 | $593K | Buy |
14,156
+4,384
| +45% | +$184K | 0.01% | 427 |
|
|
2020
Q3 | $270K | Buy |
+9,772
| New | +$270K | ﹤0.01% | 551 |
|
|
2016
Q1 | – | Sell |
-10,940
| Closed | -$497K | – | 539 |
|
|
2015
Q4 | $497K | Sell |
10,940
-54,742
| -83% | -$2.49M | 0.02% | 373 |
|
|
2015
Q3 | $3.94M | Buy |
65,682
+17,201
| +35% | +$1.03M | 0.15% | 143 |
|
|
2015
Q2 | $2.87M | Buy |
48,481
+9,411
| +24% | +$558K | 0.1% | 188 |
|
|
2015
Q1 | $2.69M | Buy |
39,070
+36,200
| +1,261% | +$2.49M | 0.09% | 202 |
|
|
2014
Q4 | $240K | Buy |
+2,870
| New | +$240K | 0.01% | 497 |
|