Berkshire Asset Management’s Western Digital WDC Stock Holding History

Berkshire Asset Management’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
2022 Q4	–	Sell	-8,880	Closed	-$218K	–	216
2022 Q3	$218K	Sell	8,880 -2,056	-19%	-$68.3K	0.02%	205
2022 Q2	$371K	Sell	10,936 -3,560	-25%	-$143K	0.02%	163
2022 Q1	$544K	Sell	14,496 -2,000	-12%	-$82.1K	0.03%	130
2021 Q4	$813K	Sell	16,496 -3,108	-16%	-$135K	0.05%	132
2021 Q3	$836K	Hold	19,604	–	–	0.06%	126
2021 Q2	$1.05M	Sell	19,604 -1,616	-8%	-$87.4K	0.07%	118
2021 Q1	$1.07M	Buy	21,220 +139	+0.7%	+$6.5K	0.08%	112
2020 Q4	$883K	Buy	+21,081	New	+$700K	0.07%	119
2020 Q2	–	Sell	-18,705	Closed	-$588K	–	192
2020 Q1	$588K	Buy	18,705 +12,097	+183%	+$536K	0.06%	121
2019 Q4	$317K	Buy	6,608 +834	+14%	+$34.8K	0.03%	154
2019 Q3	$260K	Hold	5,774	–	–	0.02%	182
2019 Q2	$208K	Buy	+5,774	New	+$198K	0.02%	201
2018 Q2	–	Sell	-3,322	Closed	-$232K	–	220
2018 Q1	$232K	Buy	+3,322	New	+$224K	0.02%	189
2017 Q4	–	Sell	-3,322	Closed	-$217K	–	212
2017 Q3	$217K	Hold	3,322	–	–	0.02%	181
2017 Q2	$222K	Hold	3,322	–	–	0.03%	184
2017 Q1	$207K	Sell	3,322 -769	-19%	-$44.2K	0.02%	186
2016 Q4	$210K	Buy	+4,091	New	+$189K	0.03%	174
2016 Q3	–	Sell	-6,652	Closed	-$238K	–	182
2016 Q2	$238K	Buy	+6,652	New	+$219K	0.04%	161

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Berkshire Asset Management's WDC Position: Q4 2022 in Review

Berkshire Asset Management sold out of Western Digital (WDC) in Q4 2022, closing a stake of 8,880 shares — an estimated $218K sold.

Berkshire Asset Management first reported a position in WDC in Q2 2016 and held it in 18 quarters. The position peaked at $1.07M in Q1 2021. 525 funds tracked by Wall St. Rank hold WDC as of Q4 2022.

Berkshire Asset Management reported no remaining Western Digital position as of Q4 2022 after selling out during the quarter.
Berkshire Asset Management sold 8,880 Western Digital shares in Q4 2022, an estimated $218K.
Berkshire Asset Management first reported a position in Western Digital in Q2 2016 and held it in 18 quarters.
Berkshire Asset Management's Western Digital position peaked at $1.07M in Q1 2021.
525 funds tracked by Wall St. Rank held Western Digital as of Q4 2022.

Based on Berkshire Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.