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Avion Wealth’s Western Digital WDC Stock Holding History

Avion Wealth’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20K Sell
75
-107
-59% -$27.9K ﹤0.01% 336
2025
Q4 		$31K Buy
182
+113
+164% +$17.1K 0.01% 272
2025
Q3 		$8K Buy
69
+11
+19% +$899 ﹤0.01% 556
2025
Q2 		$3K Sell
58
-114
-66% -$5.43K ﹤0.01% 765
2025
Q1 		$10K Sell
172
-56
-25% -$2.66K ﹤0.01% 404
2024
Q4 		$10K Buy
228
+179
+365% +$9K ﹤0.01% 403
2024
Q3 		$2K Buy
49
+3
+7% +$152 ﹤0.01% 733
2024
Q2 		$2K Buy
46
+18
+64% +$998 ﹤0.01% 659
2024
Q1 		$2K Buy
28
+12
+75% +$525 ﹤0.01% 797
2023
Q4 		$1K Buy
16
+1
+7% +$35 ﹤0.01% 1018
2023
Q3 		$0 Buy
+15
New +$473 ﹤0.01% 1230

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return