Atria Investments’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.16M | Buy |
15,387
+2,759
| +22% | +$720K | 0.05% | 426 |
|
|
2025
Q4 | $2.18M | Buy |
12,628
+3,681
| +41% | +$558K | 0.02% | 691 |
|
|
2025
Q3 | $1.07M | Buy |
8,947
+4,483
| +100% | +$366K | 0.01% | 1018 |
|
|
2025
Q2 | $286K | Buy |
+4,464
| New | +$213K | ﹤0.01% | 1738 |
|
|
2025
Q1 | – | Sell |
-5,504
| Closed | -$248K | – | 2009 |
|
|
2024
Q4 | $248K | Sell |
5,504
-3,171
| -37% | -$159K | ﹤0.01% | 1690 |
|
|
2024
Q3 | $448K | Sell |
8,675
-1,003
| -10% | -$50.7K | 0.01% | 1385 |
|
|
2024
Q2 | $554K | Buy |
+9,678
| New | +$537K | 0.01% | 1251 |
|
|
2020
Q1 | – | Sell |
-14,650
| Closed | -$703K | – | 1199 |
|
|
2019
Q4 | $703K | Sell |
14,650
-18,920
| -56% | -$789K | 0.02% | 669 |
|
|
2019
Q3 | $1.51M | Sell |
33,570
-14,877
| -31% | -$635K | 0.05% | 294 |
|
|
2019
Q2 | $2M | Buy |
48,447
+29,586
| +157% | +$1.01M | 0.07% | 225 |
|
|
2019
Q1 | $685K | Buy |
18,861
+3,841
| +26% | +$131K | 0.03% | 449 |
|
|
2018
Q4 | $420K | Sell |
15,020
-123
| -0.8% | -$4.36K | 0.02% | 559 |
|
|
2018
Q3 | $670K | Buy |
15,143
+4,595
| +44% | +$233K | 0.03% | 512 |
|
|
2018
Q2 | $617K | Buy |
10,548
+24
| +0.2% | +$1.53K | 0.03% | 509 |
|
|
2018
Q1 | $734K | Sell |
10,524
-1,955
| -16% | -$132K | 0.04% | 418 |
|
|
2017
Q4 | $750K | Buy |
12,479
+1,088
| +10% | +$70.1K | 0.04% | 395 |
|
|
2017
Q3 | $744K | Buy |
11,391
+5,010
| +79% | +$332K | 0.04% | 374 |
|
|
2017
Q2 | $427K | Sell |
6,381
-4,731
| -43% | -$314K | 0.03% | 468 |
|
|
2017
Q1 | $693K | Sell |
11,112
-553
| -5% | -$31.8K | 0.05% | 329 |
|
|
2016
Q4 | $599K | Sell |
11,665
-2,303
| -16% | -$106K | 0.05% | 310 |
|
|
2016
Q3 | $617K | Sell |
13,968
-450
| -3% | -$17K | 0.06% | 280 |
|
|
2016
Q2 | $526K | Sell |
14,418
-5,341
| -27% | -$176K | 0.06% | 252 |
|
|
2016
Q1 | $706K | Buy |
19,759
+12,799
| +184% | +$458K | 0.08% | 189 |
|
|
2015
Q4 | $291K | Buy |
+6,960
| New | +$355K | 0.03% | 323 |
|
|
2015
Q2 | – | Sell |
-5,211
| Closed | -$358K | – | 428 |
|
|
2015
Q1 | $358K | Buy |
5,211
+181
| +4% | +$14.2K | 0.04% | 292 |
|
|
2014
Q4 | $421K | Buy |
5,030
+909
| +22% | +$68.6K | 0.04% | 283 |
|
|
2014
Q3 | $303K | Buy |
+4,121
| New | +$310K | 0.03% | 359 |
|
Other funds holding WDC
VCM
VPM
