United Capital Financial Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $761K | Buy |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $562K | Buy |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $386K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $675K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $4.93M | Sell |
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|
2020
Q3 | $3.77M | Sell |
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|
2020
Q2 | $4.94M | Buy |
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|
2020
Q1 | $4.4M | Buy |
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|
2019
Q4 | $6.26M | Buy |
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|
2019
Q3 | $5.82M | Sell |
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|
2019
Q2 | $5.42M | Sell |
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|
2019
Q1 | $5.77M | Buy |
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|
2018
Q4 | $3.75M | Sell |
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|
2018
Q3 | $7.65M | Sell |
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|
2018
Q2 | $14.9M | Buy |
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|
2018
Q1 | $12M | Buy |
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|
2017
Q4 | $3.19M | Buy |
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|
2017
Q3 | $1.7M | Sell |
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|
2017
Q2 | $2.32M | Buy |
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|
2017
Q1 | $2.03M | Sell |
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|
2016
Q4 | $1.76M | Sell |
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|
2016
Q3 | $1.55M | Sell |
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|
2016
Q2 | $1.34M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5.81M | Sell |
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|
2015
Q2 | $5.92M | Buy |
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|
2015
Q1 | $7.38M | Buy |
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|
2014
Q4 | $608K | Buy |
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|
2014
Q3 | $530K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $408K | Buy |
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