Carson Wealth (CWM 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
Q1 | $32.7M | Buy |
120,888
+18,361
| +18% | +$4.79M | 0.09% | 222 |
|
|
2025
Q4 | $17.7M | Buy |
102,527
+20,218
| +25% | +$3.07M | 0.05% | 361 |
|
|
2025
Q3 | $9.88M | Buy |
82,309
+27,386
| +50% | +$2.24M | 0.03% | 472 |
|
|
2025
Q2 | $3.52M | Buy |
54,923
+39,171
| +249% | +$1.86M | 0.01% | 709 |
|
|
2025
Q1 | $637K | Sell |
15,752
-6,517
| -29% | -$309K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $1M | Buy |
22,269
+1,810
| +9% | +$91K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $1.06M | Buy |
20,459
+7,904
| +63% | +$399K | ﹤0.01% | 1000 |
|
|
2024
Q2 | $719K | Buy |
12,555
+1,562
| +14% | +$86.6K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $567K | Buy |
10,993
+144
| +1% | +$6.31K | ﹤0.01% | 1085 |
|
|
2023
Q4 | $429K | Buy |
10,849
+19
| +0.2% | +$665 | ﹤0.01% | 1122 |
|
|
2023
Q3 | $374K | Buy |
10,830
+1,306
| +14% | +$41.2K | ﹤0.01% | 1078 |
|
|
2023
Q2 | $273K | Buy |
9,524
+248
| +3% | +$6.9K | ﹤0.01% | 1145 |
|
|
2023
Q1 | $264K | Sell |
9,276
-472
| -5% | -$13.8K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $232K | Buy |
9,748
+2,837
| +41% | +$74.8K | ﹤0.01% | 1046 |
|
|
2022
Q3 | $170K | Sell |
6,911
-2
| -0% | -$66 | ﹤0.01% | 1118 |
|
|
2022
Q2 | $234K | Buy |
6,913
+1,552
| +29% | +$62.3K | ﹤0.01% | 981 |
|
|
2022
Q1 | $201K | Buy |
5,361
+181
| +3% | +$7.43K | ﹤0.01% | 1033 |
|
|
2021
Q4 | $255K | Buy |
+5,180
| New | +$225K | ﹤0.01% | 928 |
|
|
2021
Q2 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2020
Q4 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2020
Q3 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2020
Q2 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2020
Q1 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2019
Q4 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2019
Q3 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2019
Q2 | $249K | Hold |
4,638
| – | – | ﹤0.01% | 834 |
|
|
2019
Q1 | $249K | Buy |
4,638
+4,137
| +826% | +$142K | ﹤0.01% | 834 |
|
|
2018
Q4 | $14K | Sell |
501
-295
| -37% | -$10.5K | ﹤0.01% | 1239 |
|
|
2018
Q3 | $35K | Buy |
796
+91
| +13% | +$4.61K | ﹤0.01% | 827 |
|
|
2018
Q2 | $41K | Buy |
705
+54
| +8% | +$3.44K | ﹤0.01% | 677 |
|
|
2018
Q1 | $45K | Buy |
651
+146
| +29% | +$9.83K | ﹤0.01% | 573 |
|
|
2017
Q4 | $30K | Buy |
505
+59
| +13% | +$3.8K | ﹤0.01% | 623 |
|
|
2017
Q3 | $29K | Hold |
446
| – | – | ﹤0.01% | 634 |
|
|
2017
Q2 | $30K | Hold |
446
| – | – | ﹤0.01% | 571 |
|
|
2017
Q1 | $28K | Sell |
446
-1
| -0.2% | -$57 | ﹤0.01% | 550 |
|
|
2016
Q4 | $23K | Buy |
447
+108
| +32% | +$4.98K | ﹤0.01% | 564 |
|
|
2016
Q3 | $15K | Buy |
339
+338
| +33,800% | +$12.7K | ﹤0.01% | 610 |
|
|
2016
Q2 | $0 | Buy |
+1
| New | +$33 | ﹤0.01% | 871 |
|
|
2015
Q4 | – | Sell |
-132
| Closed | -$8K | – | 760 |
|
|
2015
Q3 | $8K | Buy |
+132
| New | +$7.94K | ﹤0.01% | 468 |
|
|
2014
Q1 | – | Sell |
-589
| Closed | -$38K | – | 493 |
|
|
2013
Q4 | $38K | Buy |
589
+72
| +14% | +$4.02K | 0.01% | 295 |
|
|
2013
Q3 | $25K | Buy |
+517
| New | +$25.5K | 0.01% | 247 |
|
Other funds holding WDC
VCM
VPM
