AAM
Advisors Asset Management’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
1,978
-81
| -4% | -$5.18K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $83.2K | Buy |
2,059
+299
| +17% | +$12.1K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $105K | Buy |
1,760
+342
| +24% | +$20.4K | ﹤0.01% | 1220 |
|
|
2024
Q3 | $96.8K | Buy |
1,418
+344
| +32% | +$23.5K | ﹤0.01% | 1232 |
|
|
2024
Q2 | $81.4K | Buy |
1,074
+404
| +60% | +$30.6K | ﹤0.01% | 1230 |
|
|
2024
Q1 | $45.7K | Buy |
670
+474
| +242% | +$32.3K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $10.3K | Buy |
+196
| New | +$10.3K | ﹤0.01% | 1382 |
|
|
2023
Q1 | – | Sell |
-2,190
| Closed | -$69.1K | – | 1495 |
|
|
2022
Q4 | $69.1K | Buy |
+2,190
| New | +$69.1K | ﹤0.01% | 1302 |
|
|
2022
Q1 | – | Sell |
-3,132
| Closed | -$204K | – | 1539 |
|
|
2021
Q4 | $204K | Sell |
3,132
-5,299
| -63% | -$345K | ﹤0.01% | 1232 |
|
|
2021
Q3 | $476K | Sell |
8,431
-7,717
| -48% | -$436K | 0.01% | 1021 |
|
|
2021
Q2 | $1.15M | Sell |
16,148
-10,689
| -40% | -$761K | 0.02% | 789 |
|
|
2021
Q1 | $1.79M | Sell |
26,837
-57,112
| -68% | -$3.81M | 0.03% | 632 |
|
|
2020
Q4 | $4.65M | Sell |
83,949
-50,697
| -38% | -$2.81M | 0.08% | 257 |
|
|
2020
Q3 | $4.92M | Sell |
134,646
-70,785
| -34% | -$2.59M | 0.09% | 206 |
|
|
2020
Q2 | $9.07M | Sell |
205,431
-65,184
| -24% | -$2.88M | 0.18% | 118 |
|
|
2020
Q1 | $11.3M | Sell |
270,615
-65,986
| -20% | -$2.75M | 0.27% | 77 |
|
|
2019
Q4 | $21.4M | Sell |
336,601
-18,371
| -5% | -$1.17M | 0.37% | 48 |
|
|
2019
Q3 | $21.2M | Buy |
354,972
+49,829
| +16% | +$2.97M | 0.39% | 45 |
|
|
2019
Q2 | $14.5M | Buy |
305,143
+79,628
| +35% | +$3.79M | 0.26% | 84 |
|
|
2019
Q1 | $10.8M | Buy |
225,515
+84,604
| +60% | +$4.07M | 0.19% | 119 |
|
|
2018
Q4 | $5.21M | Buy |
140,911
+73,443
| +109% | +$2.71M | 0.1% | 226 |
|
|
2018
Q3 | $3.95M | Buy |
67,468
+38,484
| +133% | +$2.25M | 0.06% | 350 |
|
|
2018
Q2 | $2.24M | Sell |
28,984
-7,697
| -21% | -$596K | 0.04% | 566 |
|
|
2018
Q1 | $3.19M | Sell |
36,681
-6,423
| -15% | -$559K | 0.05% | 456 |
|
|
2017
Q4 | $3.43M | Sell |
43,104
-96,853
| -69% | -$7.7M | 0.06% | 440 |
|
|
2017
Q3 | $12.1M | Sell |
139,957
-102,283
| -42% | -$8.84M | 0.2% | 122 |
|
|
2017
Q2 | $21.5M | Sell |
242,240
-78,756
| -25% | -$6.98M | 0.36% | 54 |
|
|
2017
Q1 | $26.5M | Sell |
320,996
-13,596
| -4% | -$1.12M | 0.44% | 31 |
|
|
2016
Q4 | $22.7M | Buy |
334,592
+46,807
| +16% | +$3.18M | 0.38% | 44 |
|
|
2016
Q3 | $16.8M | Buy |
287,785
+104,504
| +57% | +$6.11M | 0.28% | 78 |
|
|
2016
Q2 | $8.66M | Buy |
183,281
+111,916
| +157% | +$5.29M | 0.14% | 219 |
|
|
2016
Q1 | $3.37M | Buy |
71,365
+47,469
| +199% | +$2.24M | 0.06% | 482 |
|
|
2015
Q4 | $1.44M | Sell |
23,896
-4,948
| -17% | -$297K | 0.02% | 773 |
|
|
2015
Q3 | $2.29M | Sell |
28,844
-2,877
| -9% | -$229K | 0.04% | 583 |
|
|
2015
Q2 | $2.49M | Sell |
31,721
-8,084
| -20% | -$634K | 0.03% | 597 |
|
|
2015
Q1 | $3.62M | Sell |
39,805
-5,783
| -13% | -$526K | 0.05% | 479 |
|
|
2014
Q4 | $5.05M | Buy |
45,588
+3,141
| +7% | +$348K | 0.07% | 344 |
|
|
2014
Q3 | $4.13M | Buy |
42,447
+12,299
| +41% | +$1.2M | 0.06% | 396 |
|
|
2014
Q2 | $2.78M | Buy |
30,148
+997
| +3% | +$92K | 0.04% | 495 |
|
|
2014
Q1 | $2.68M | Buy |
29,151
+10,669
| +58% | +$980K | 0.04% | 479 |
|
|
2013
Q4 | $1.55M | Buy |
18,482
+14,565
| +372% | +$1.22M | 0.03% | 593 |
|
|
2013
Q3 | $248K | Buy |
3,917
+1,483
| +61% | +$93.9K | ﹤0.01% | 1074 |
|
|
2013
Q2 | $151K | Buy |
+2,434
| New | +$151K | ﹤0.01% | 1185 |
|