United Capital Financial 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 | $761K | Buy |
11,899
+4,440
| +60% | +$284K | 0.01% | 661 |
|
|
2025
Q1 | $302K | Sell |
7,459
-1,856
| -20% | -$75K | ﹤0.01% | 880 |
|
|
2024
Q4 | $420K | Sell |
9,315
-426
| -4% | -$19.2K | ﹤0.01% | 775 |
|
|
2024
Q3 | $503K | Sell |
9,741
-76
| -0.8% | -$3.92K | ﹤0.01% | 724 |
|
|
2024
Q2 | $562K | Buy |
9,817
+63
| +0.6% | +$3.61K | ﹤0.01% | 672 |
|
|
2024
Q1 | $503K | Sell |
9,754
-10
| -0.1% | -$516 | ﹤0.01% | 728 |
|
|
2023
Q4 | $386K | Buy |
+9,764
| New | +$386K | ﹤0.01% | 793 |
|
|
2022
Q4 | – | Sell |
-12,778
| Closed | -$314K | – | 1115 |
|
|
2022
Q3 | $314K | Sell |
12,778
-2,779
| -18% | -$68.3K | ﹤0.01% | 897 |
|
|
2022
Q2 | $527K | Sell |
15,557
-2,438
| -14% | -$82.6K | ﹤0.01% | 781 |
|
|
2022
Q1 | $675K | Sell |
17,995
-3,518
| -16% | -$132K | ﹤0.01% | 764 |
|
|
2021
Q4 | $1.06M | Sell |
21,513
-2,814
| -12% | -$139K | ﹤0.01% | 661 |
|
|
2021
Q3 | $1.04M | Sell |
24,327
-9,552
| -28% | -$408K | 0.01% | 669 |
|
|
2021
Q2 | $1.82M | Sell |
33,879
-4,424
| -12% | -$238K | 0.01% | 559 |
|
|
2021
Q1 | $1.93M | Sell |
38,303
-79,449
| -67% | -$4.01M | 0.01% | 515 |
|
|
2020
Q4 | $4.93M | Sell |
117,752
-18,899
| -14% | -$791K | 0.03% | 355 |
|
|
2020
Q3 | $3.78M | Sell |
136,651
-11,282
| -8% | -$312K | 0.02% | 383 |
|
|
2020
Q2 | $4.94M | Buy |
147,933
+8,061
| +6% | +$269K | 0.04% | 362 |
|
|
2020
Q1 | $4.4M | Buy |
139,872
+9,309
| +7% | +$293K | 0.04% | 356 |
|
|
2019
Q4 | $6.26M | Buy |
130,563
+1,425
| +1% | +$68.4K | 0.04% | 382 |
|
|
2019
Q3 | $5.82M | Sell |
129,138
-21,632
| -14% | -$975K | 0.04% | 376 |
|
|
2019
Q2 | $5.42M | Sell |
150,770
-8,055
| -5% | -$290K | 0.04% | 408 |
|
|
2019
Q1 | $5.77M | Buy |
158,825
+24,537
| +18% | +$891K | 0.04% | 384 |
|
|
2018
Q4 | $3.75M | Sell |
134,288
-38,504
| -22% | -$1.08M | 0.03% | 430 |
|
|
2018
Q3 | $7.65M | Sell |
172,792
-81,896
| -32% | -$3.62M | 0.05% | 353 |
|
|
2018
Q2 | $14.9M | Buy |
254,688
+83,153
| +48% | +$4.87M | 0.11% | 204 |
|
|
2018
Q1 | $12M | Buy |
171,535
+119,287
| +228% | +$8.32M | 0.09% | 255 |
|
|
2017
Q4 | $3.19M | Buy |
52,248
+26,239
| +101% | +$1.6M | 0.03% | 490 |
|
|
2017
Q3 | $1.7M | Sell |
26,009
-8,660
| -25% | -$566K | 0.01% | 622 |
|
|
2017
Q2 | $2.32M | Buy |
34,669
+2,172
| +7% | +$145K | 0.02% | 532 |
|
|
2017
Q1 | $2.03M | Sell |
32,497
-1,757
| -5% | -$110K | 0.02% | 566 |
|
|
2016
Q4 | $1.76M | Sell |
34,254
-778
| -2% | -$40K | 0.02% | 592 |
|
|
2016
Q3 | $1.55M | Sell |
35,032
-2,826
| -7% | -$125K | 0.02% | 656 |
|
|
2016
Q2 | $1.35M | Buy |
+37,858
| New | +$1.35M | 0.01% | 649 |
|
|
2015
Q4 | – | Sell |
-96,709
| Closed | -$5.81M | – | 1292 |
|
|
2015
Q3 | $5.81M | Sell |
96,709
-3,228
| -3% | -$194K | 0.07% | 289 |
|
|
2015
Q2 | $5.92M | Buy |
99,937
+111
| +0.1% | +$6.58K | 0.07% | 309 |
|
|
2015
Q1 | $7.38M | Buy |
99,826
+92,559
| +1,274% | +$6.84M | 0.09% | 271 |
|
|
2014
Q4 | $608K | Buy |
7,267
+67
| +0.9% | +$5.61K | 0.01% | 763 |
|
|
2014
Q3 | $530K | Buy |
+7,200
| New | +$530K | 0.01% | 780 |
|
|
2014
Q2 | – | Sell |
-5,882
| Closed | -$408K | – | 940 |
|
|
2014
Q1 | $408K | Buy |
+5,882
| New | +$408K | 0.01% | 683 |
|