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Carolinas Wealth Consulting’s Western Digital WDC Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-10
Closed -$404 – 961
2025
Q1 		$404 Buy
10
+1
+11% +$47 ﹤0.01% 977
2024
Q4 		$418 Buy
9
+2
+29% +$101 ﹤0.01% 1022
2024
Q3 		$342 Hold
7
– – ﹤0.01% 1027
2024
Q2 		$379 Hold
7
– – ﹤0.01% 1006
2024
Q1 		$341 Buy
+7
New +$307 ﹤0.01% 1008
2023
Q4 		– Sell
-85
Closed -$2.57K – 1059
2023
Q3 		$2.57K Sell
85
-35
-29% -$1.1K ﹤0.01% 712
2023
Q2 		$3.45K Hold
120
– – ﹤0.01% 738
2023
Q1 		$3.43K Buy
+120
New +$3.52K ﹤0.01% 747
2022
Q4 		– Sell
-294
Closed -$7K – 1106
2022
Q3 		$7K Sell
294
-8
-3% -$266 ﹤0.01% 637
2022
Q2 		$10K Hold
302
– – ﹤0.01% 582
2022
Q1 		$11K Sell
302
-49
-14% -$2.01K ﹤0.01% 599
2021
Q4 		$17K Hold
351
– – ﹤0.01% 531
2021
Q3 		$15K Hold
351
– – ﹤0.01% 529
2021
Q2 		$19K Hold
351
– – ﹤0.01% 512
2021
Q1 		$18K Hold
351
– – ﹤0.01% 533
2020
Q4 		$15K Buy
351
+143
+69% +$4.75K ﹤0.01% 526
2020
Q3 		$6K Buy
208
+200
+2,500% +$5.94K ﹤0.01% 554
2020
Q2 		$0 Buy
+8
New +$259 ﹤0.01% 725

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's WDC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Western Digital (WDC) in Q2 2025, closing a stake of 10 shares — an estimated $404 sold.

Carolinas Wealth Consulting first reported a position in WDC in Q2 2020 and held it in 18 quarters. The position peaked at $19K in Q2 2021. 749 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Western Digital position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 Western Digital shares in Q2 2025, an estimated $404.
  • Carolinas Wealth Consulting first reported a position in Western Digital in Q2 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's Western Digital position peaked at $19K in Q2 2021.
  • 749 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.