de Creative Planning Western Digital WDC Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 118 M | Comprar |
184,095
+52,446
| +40% | +USD 25.5 M | 0.07% | 130 |
|
|
2026
Q1 | USD 35.6 M | Comprar |
131,649
+24,791
| +23% | +USD 6.47 M | 0.02% | 278 |
|
|
2025
Q4 | USD 18.4 M | Comprar |
106,858
+27,316
| +34% | +USD 4.14 M | 0.01% | 410 |
|
|
2025
Q3 | USD 9.5 M | Comprar |
79,542
+17,263
| +28% | +USD 1.41 M | 0.01% | 583 |
|
|
2025
Q2 | USD 3.99 M | Comprar |
62,279
+16,609
| +36% | +USD 791 k | ﹤0.01% | 875 |
|
|
2025
Q1 | USD 1.85 M | Vender |
45,670
-9,612
| -17% | -USD 456 k | ﹤0.01% | 1222 |
|
|
2024
Q4 | USD 2.49 M | Vender |
55,282
-824
| -1% | -USD 41.4 k | ﹤0.01% | 1001 |
|
|
2024
Q3 | USD 2.9 M | Comprar |
56,106
+2,428
| +5% | +USD 123 k | ﹤0.01% | 878 |
|
|
2024
Q2 | USD 3.07 M | Comprar |
53,678
+9,310
| +21% | +USD 516 k | ﹤0.01% | 812 |
|
|
2024
Q1 | USD 2.29 M | Comprar |
44,368
+9,858
| +29% | +USD 432 k | ﹤0.01% | 917 |
|
|
2023
Q4 | USD 1.37 M | Comprar |
34,510
+2,508
| +8% | +USD 87.8 k | ﹤0.01% | 1085 |
|
|
2023
Q3 | USD 1.1 M | Comprar |
32,002
+6,345
| +25% | +USD 200 k | ﹤0.01% | 1120 |
|
|
2023
Q2 | USD 736 k | Comprar |
25,657
+4,893
| +24% | +USD 136 k | ﹤0.01% | 1298 |
|
|
2023
Q1 | USD 591 k | Comprar |
20,764
+1,996
| +11% | +USD 58.6 k | ﹤0.01% | 1362 |
|
|
2022
Q4 | USD 448 k | Comprar |
18,768
+581
| +3% | +USD 15.3 k | ﹤0.01% | 1492 |
|
|
2022
Q3 | USD 447 k | Vender |
18,187
-2,130
| -10% | -USD 70.7 k | ﹤0.01% | 1405 |
|
|
2022
Q2 | USD 688 k | Vender |
20,317
-9,546
| -32% | -USD 383 k | ﹤0.01% | 1141 |
|
|
2022
Q1 | USD 1.12 M | Vender |
29,863
-4,047
| -12% | -USD 166 k | ﹤0.01% | 935 |
|
|
2021
Q4 | USD 1.67 M | Comprar |
33,910
+1,606
| +5% | +USD 69.8 k | ﹤0.01% | 746 |
|
|
2021
Q3 | USD 1.38 M | Vender |
32,304
-21,842
| -40% | -USD 1.04 M | ﹤0.01% | 805 |
|
|
2021
Q2 | USD 2.91 M | Vender |
54,146
-62,513
| -54% | -USD 3.38 M | 0.01% | 554 |
|
|
2021
Q1 | USD 5.89 M | Comprar |
116,659
+23,944
| +26% | +USD 1.12 M | 0.01% | 374 |
|
|
2020
Q4 | USD 3.88 M | Comprar |
92,715
+35,671
| +63% | +USD 1.18 M | 0.01% | 438 |
|
|
2020
Q3 | USD 1.58 M | Vender |
57,044
-65,396
| -53% | -USD 1.94 M | ﹤0.01% | 646 |
|
|
2020
Q2 | USD 4.09 M | Comprar |
122,440
+29,860
| +32% | +USD 967 k | 0.01% | 320 |
|
|
2020
Q1 | USD 2.91 M | Comprar |
92,580
+21,891
| +31% | +USD 969 k | 0.01% | 339 |
|
|
2019
Q4 | USD 3.39 M | Comprar |
70,689
+14,252
| +25% | +USD 595 k | 0.01% | 372 |
|
|
2019
Q3 | USD 2.54 M | Vender |
56,437
-8,272
| -13% | -USD 353 k | 0.01% | 429 |
|
|
2019
Q2 | USD 2.33 M | Vender |
64,709
-6,714
| -9% | -USD 230 k | 0.01% | 457 |
|
|
2019
Q1 | USD 2.6 M | Comprar |
71,423
+8,291
| +13% | +USD 284 k | 0.01% | 398 |
|
|
2018
Q4 | USD 1.76 M | Vender |
63,132
-24,501
| -28% | -USD 868 k | 0.01% | 450 |
|
|
2018
Q3 | USD 3.88 M | Comprar |
87,633
+13,642
| +18% | +USD 691 k | 0.01% | 324 |
|
|
2018
Q2 | USD 4.33 M | Comprar |
73,991
+4,806
| +7% | +USD 306 k | 0.02% | 288 |
|
|
2018
Q1 | USD 4.82 M | Vender |
69,185
-491
| -0.7% | -USD 33.1 k | 0.02% | 251 |
|
|
2017
Q4 | USD 4.19 M | Vender |
69,676
-5,505
| -7% | -USD 354 k | 0.02% | 278 |
|
|
2017
Q3 | USD 4.91 M | Comprar |
75,181
+23,989
| +47% | +USD 1.59 M | 0.02% | 242 |
|
|
2017
Q2 | USD 3.43 M | Comprar |
51,192
+2,934
| +6% | +USD 195 k | 0.02% | 294 |
|
|
2017
Q1 | USD 3.01 M | Comprar |
48,258
+3,992
| +9% | +USD 229 k | 0.02% | 312 |
|
|
2016
Q4 | USD 2.27 M | Vender |
44,266
-10,506
| -19% | -USD 484 k | 0.01% | 370 |
|
|
2016
Q3 | USD 2.42 M | Comprar |
54,772
+3,072
| +6% | +USD 116 k | 0.02% | 336 |
|
|
2016
Q2 | USD 1.85 M | Comprar |
51,700
+26,297
| +104% | +USD 866 k | 0.01% | 351 |
|
|
2016
Q1 | USD 907 k | Comprar |
25,403
+6,536
| +35% | +USD 234 k | 0.01% | 534 |
|
|
2015
Q4 | USD 856 k | Comprar |
18,867
+5,887
| +45% | +USD 301 k | 0.01% | 556 |
|
|
2015
Q3 | USD 779 k | Vender |
12,980
-908
| -7% | -USD 54.6 k | 0.01% | 561 |
|
|
2015
Q2 | USD 823 k | Vender |
13,888
-56
| -0.4% | -USD 4.01 k | 0.01% | 528 |
|
|
2015
Q1 | USD 959 k | Comprar |
13,944
+2,894
| +26% | +USD 226 k | 0.01% | 478 |
|
|
2014
Q4 | USD 925 k | Comprar |
11,050
+1,184
| +12% | +USD 89.4 k | 0.01% | 474 |
|
|
2014
Q3 | USD 726 k | Vender |
9,866
-983
| -9% | -USD 73.9 k | 0.01% | 520 |
|
|
2014
Q2 | USD 757 k | Vender |
10,849
-522
| -5% | -USD 35 k | 0.01% | 485 |
|
|
2014
Q1 | USD 789 k | Vender |
11,371
-814
| -7% | -USD 53.1 k | 0.01% | 447 |
|
|
2013
Q4 | USD 773 k | Comprar |
12,185
+8,147
| +202% | +USD 455 k | 0.01% | 378 |
|
|
2013
Q3 | USD 193 k | Vender |
4,038
-132
| -3% | -USD 6.52 k | ﹤0.01% | 788 |
|
|
2013
Q2 | USD 196 k | Comprar |
+4,170
| Nuevas | +USD 183 k | ﹤0.01% | 692 |
|
Otros fondos que tienen WDC en su cartera
Posición de Creative Planning en WDC: resumen de T2 2026
Creative Planning aumentó su participación en Western Digital (WDC) en 40% durante T2 2026, al comprar aproximadamente USD 25.5 M y elevar la posición a 184,095 acciones con un valor de USD 118 M. La posición representa 0.07% de la cartera y ocupa el puesto #130.
Creative Planning reportó por primera vez una posición en WDC en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,853 fondos que sigue Wall St. Rank mantienen una posición en WDC.
- Al cierre de T2 2026, Creative Planning tenía 184,095 acciones de Western Digital con un valor de USD 118 M.
- Creative Planning compró 52,446 acciones de Western Digital en T2 2026, por un monto estimado de USD 25.5 M.
- Western Digital representó 0.07% de la cartera de Creative Planning en T2 2026 y fue su posición número 130.
- Creative Planning reportó por primera vez una posición en Western Digital en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,853 fondos que sigue Wall St. Rank tenían Western Digital en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.