Cerity Partners’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 | $46.8M | Sell |
173,004
-7,591
| -4% | -$1.98M | 0.07% | 254 |
|
|
2025
Q4 | $31.1M | Buy |
180,595
+25,765
| +17% | +$3.91M | 0.05% | 311 |
|
|
2025
Q3 | $18.6M | Buy |
154,830
+26,458
| +21% | +$2.16M | 0.03% | 399 |
|
|
2025
Q2 | $8.21M | Buy |
128,372
+31,205
| +32% | +$1.49M | 0.01% | 606 |
|
|
2025
Q1 | $3.93M | Sell |
97,167
-28,580
| -23% | -$1.36M | 0.01% | 827 |
|
|
2024
Q4 | $6.31M | Sell |
125,747
-74,768
| -37% | -$3.76M | 0.01% | 630 |
|
|
2024
Q3 | $10.4M | Buy |
200,515
+105,775
| +112% | +$5.34M | 0.02% | 478 |
|
|
2024
Q2 | $5.43M | Sell |
94,740
-183,357
| -66% | -$10.2M | 0.01% | 580 |
|
|
2024
Q1 | $14.3M | Buy |
278,097
+153,833
| +124% | +$6.74M | 0.04% | 364 |
|
|
2023
Q4 | $4.92M | Buy |
124,264
+107,344
| +634% | +$3.76M | 0.02% | 542 |
|
|
2023
Q3 | $584K | Sell |
16,920
-109,228
| -87% | -$3.45M | ﹤0.01% | 922 |
|
|
2023
Q2 | $3.62M | Buy |
126,148
+12,337
| +11% | +$343K | 0.01% | 578 |
|
|
2023
Q1 | $3.23M | Buy |
+113,811
| New | +$3.34M | 0.01% | 583 |
|
|
2022
Q3 | – | Sell |
-6,522
| Closed | -$221K | – | 1271 |
|
|
2022
Q2 | $221K | Buy |
+6,522
| New | +$262K | ﹤0.01% | 1043 |
|
|
2020
Q1 | – | Sell |
-4,806
| Closed | -$231K | – | 526 |
|
|
2019
Q4 | $231K | Buy |
+4,806
| New | +$200K | 0.01% | 475 |
|
|
2019
Q1 | – | Sell |
-10,838
| Closed | -$303K | – | 581 |
|
|
2018
Q4 | $303K | Buy |
10,838
+3,608
| +50% | +$128K | 0.02% | 403 |
|
|
2018
Q3 | $320K | Buy |
7,230
+808
| +13% | +$40.9K | 0.02% | 405 |
|
|
2018
Q2 | $376K | Buy |
+6,422
| New | +$409K | 0.03% | 379 |
|
Other funds holding WDC
VCM
VPM
