Venturi Wealth Management’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 | – | Sell |
-10,159
| Closed | -$411K | – | 615 |
|
|
2025
Q1 | $411K | Sell |
10,159
-971
| -9% | -$39.3K | 0.02% | 361 |
|
|
2024
Q4 | $502K | Buy |
11,130
+10,676
| +2,352% | +$481K | 0.02% | 333 |
|
|
2024
Q3 | $23.4K | Buy |
454
+263
| +138% | +$13.6K | ﹤0.01% | 971 |
|
|
2024
Q2 | $10.9K | Buy |
191
+68
| +55% | +$3.89K | ﹤0.01% | 1084 |
|
|
2024
Q1 | $6.35K | Sell |
123
-20
| -14% | -$1.03K | ﹤0.01% | 1031 |
|
|
2023
Q4 | $5.66K | Sell |
143
-3
| -2% | -$119 | ﹤0.01% | 1006 |
|
|
2023
Q3 | $5.02K | Buy |
146
+139
| +1,986% | +$4.78K | ﹤0.01% | 979 |
|
|
2023
Q2 | $190 | Buy |
+7
| New | +$190 | ﹤0.01% | 1137 |
|