Bogart Wealth LLC’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
Q3 | $418K | Sell |
919
-137
| -13% | -$66.6K | 0.01% | 199 |
|
|
2026
Q2 | $675K | Buy |
1,056
+724
| +218% | +$352K | 0.02% | 162 |
|
|
2026
Q1 | $89.7K | Sell |
332
-37
| -10% | -$9.7K | ﹤0.01% | 372 |
|
|
2025
Q4 | $63.5K | Buy |
369
+60
| +19% | +$9.1K | ﹤0.01% | 418 |
|
|
2025
Q3 | $37.2K | Buy |
309
+113
| +58% | +$9.24K | ﹤0.01% | 521 |
|
|
2025
Q2 | $12.6K | Hold |
196
| – | – | ﹤0.01% | 745 |
|
|
2025
Q1 | $7.92K | Sell |
196
-41
| -17% | -$1.94K | ﹤0.01% | 807 |
|
|
2024
Q4 | $10.7K | Hold |
237
| – | – | ﹤0.01% | 725 |
|
|
2024
Q3 | $12.2K | Hold |
237
| – | – | ﹤0.01% | 650 |
|
|
2024
Q2 | $13.6K | Hold |
237
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $12.2K | Hold |
237
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $9.37K | Hold |
237
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $8.17K | Sell |
237
-6
| -2% | -$189 | ﹤0.01% | 636 |
|
|
2023
Q2 | $6.98K | Hold |
243
| – | – | ﹤0.01% | 642 |
|
|
2023
Q1 | $6.93K | Buy |
243
+236
| +3,371% | +$6.92K | ﹤0.01% | 656 |
|
|
2022
Q4 | $158 | Hold |
7
| – | – | ﹤0.01% | 969 |
|
|
2022
Q3 | $0 | Sell |
7
-86
| -92% | -$2.86K | ﹤0.01% | 1158 |
|
|
2022
Q2 | $3K | Buy |
93
+86
| +1,229% | +$3.45K | ﹤0.01% | 745 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 787 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 734 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 510 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 492 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 477 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 465 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 383 |
|
|
2019
Q2 | $0 | Sell |
7
-6
| -46% | -$206 | ﹤0.01% | 373 |
|
|
2019
Q1 | $0 | Sell |
13
-144
| -92% | -$4.93K | ﹤0.01% | 384 |
|
|
2018
Q4 | $4K | Buy |
+157
| New | +$5.56K | ﹤0.01% | 299 |
|
|
2018
Q3 | – | Sell |
-157
| Closed | -$9K | – | 360 |
|
|
2018
Q2 | $9K | Hold |
157
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $11K | Hold |
157
| – | – | 0.01% | 228 |
|
|
2017
Q4 | $9K | Hold |
157
| – | – | 0.01% | 241 |
|
|
2017
Q3 | $10K | Buy |
+157
| New | +$10.4K | 0.01% | 232 |
|
Other funds holding WDC
Bogart Wealth LLC's WDC Position: Q3 2026 in Review
Bogart Wealth LLC reduced its Western Digital (WDC) stake by 13% in Q3 2026, selling an estimated $66.6K and leaving 919 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #199.
Bogart Wealth LLC first reported a position in WDC in Q3 2017 and has held it in 36 quarters since. The position peaked at $675K in Q2 2026. 1,073 funds tracked by Wall St. Rank hold WDC as of Q3 2026.
- Bogart Wealth LLC held 919 shares of Western Digital worth $418K as of Q3 2026.
- Bogart Wealth LLC sold 137 Western Digital shares in Q3 2026, an estimated $66.6K.
- Western Digital made up 0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #199 holding.
- Bogart Wealth LLC first reported a position in Western Digital in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Western Digital position peaked at $675K in Q2 2026.
- 1,073 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.
Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.