Cerity Partners’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21M | Buy |
128,372
+31,205
| +32% | +$2M | 0.01% | 605 |
|
|
2025
Q1 | $3.93M | Sell |
97,167
-28,580
| -23% | -$1.16M | 0.01% | 822 |
|
|
2024
Q4 | $6.31M | Sell |
125,747
-74,768
| -37% | -$3.75M | 0.01% | 630 |
|
|
2024
Q3 | $10.4M | Buy |
200,515
+105,775
| +112% | +$5.46M | 0.02% | 478 |
|
|
2024
Q2 | $5.43M | Sell |
94,740
-183,357
| -66% | -$10.5M | 0.01% | 578 |
|
|
2024
Q1 | $14.3M | Buy |
278,097
+153,833
| +124% | +$7.93M | 0.04% | 364 |
|
|
2023
Q4 | $4.92M | Buy |
124,264
+107,344
| +634% | +$4.25M | 0.02% | 537 |
|
|
2023
Q3 | $584K | Sell |
16,920
-109,228
| -87% | -$3.77M | ﹤0.01% | 919 |
|
|
2023
Q2 | $3.62M | Buy |
126,148
+12,337
| +11% | +$354K | 0.01% | 577 |
|
|
2023
Q1 | $3.23M | Buy |
+113,811
| New | +$3.23M | 0.01% | 582 |
|
|
2022
Q3 | – | Sell |
-6,522
| Closed | -$221K | – | 1270 |
|
|
2022
Q2 | $221K | Buy |
+6,522
| New | +$221K | ﹤0.01% | 1042 |
|
|
2020
Q1 | – | Sell |
-4,806
| Closed | -$231K | – | 526 |
|
|
2019
Q4 | $231K | Buy |
+4,806
| New | +$231K | 0.01% | 475 |
|
|
2019
Q1 | – | Sell |
-10,838
| Closed | -$303K | – | 581 |
|
|
2018
Q4 | $303K | Buy |
10,838
+3,608
| +50% | +$101K | 0.02% | 403 |
|
|
2018
Q3 | $320K | Buy |
7,230
+808
| +13% | +$35.8K | 0.02% | 405 |
|
|
2018
Q2 | $376K | Buy |
+6,422
| New | +$376K | 0.03% | 379 |
|