Wealth Enhancement Advisory Services’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
56,058
+27,220
| +94% | +$1.8M | 0.01% | 1038 |
|
|
2025
Q1 | $1.17M | Buy |
28,838
+9,974
| +53% | +$403K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $1.12M | Buy |
18,864
+4,324
| +30% | +$258K | ﹤0.01% | 1465 |
|
|
2024
Q3 | $993K | Buy |
14,540
+6,644
| +84% | +$454K | ﹤0.01% | 1393 |
|
|
2024
Q2 | $598K | Buy |
7,896
+1,374
| +21% | +$104K | ﹤0.01% | 1536 |
|
|
2024
Q1 | $445K | Buy |
6,522
+1,629
| +33% | +$111K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $256K | Sell |
4,893
-12,698
| -72% | -$665K | ﹤0.01% | 1925 |
|
|
2023
Q3 | $803K | Buy |
+17,591
| New | +$803K | ﹤0.01% | 1188 |
|
|
2022
Q4 | – | Sell |
-30,373
| Closed | -$1.09M | – | 374 |
|
|
2022
Q3 | $1.09M | Buy |
+30,373
| New | +$1.09M | 0.02% | 228 |
|
|
2021
Q4 | – | Sell |
-21,754
| Closed | -$1.23M | – | 337 |
|
|
2021
Q3 | $1.23M | Buy |
+21,754
| New | +$1.23M | 0.02% | 199 |
|
|
2020
Q4 | – | Sell |
-62,756
| Closed | -$2.41M | – | 251 |
|
|
2020
Q3 | $2.41M | Buy |
+62,756
| New | +$2.41M | 0.06% | 100 |
|
|
2018
Q4 | – | Sell |
-14,328
| Closed | -$750K | – | 212 |
|
|
2018
Q3 | $750K | Buy |
14,328
+2,172
| +18% | +$114K | 0.05% | 137 |
|
|
2018
Q2 | $968K | Buy |
+12,156
| New | +$968K | 0.06% | 125 |
|
|
2018
Q1 | – | Sell |
-12,049
| Closed | -$1M | – | 186 |
|
|
2017
Q4 | $1M | Sell |
12,049
-801
| -6% | -$66.6K | 0.07% | 112 |
|
|
2017
Q3 | $1.08M | Buy |
+12,850
| New | +$1.08M | 0.09% | 87 |
|
|
2016
Q3 | – | Sell |
-25,602
| Closed | -$1.21M | – | 183 |
|
|
2016
Q2 | $1.21M | Buy |
25,602
+4,272
| +20% | +$202K | 0.22% | 95 |
|
|
2016
Q1 | $988K | Buy |
21,330
+8,352
| +64% | +$387K | 0.2% | 110 |
|
|
2015
Q4 | $779K | Buy |
+12,978
| New | +$779K | 0.2% | 111 |
|