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Concourse Financial Group Securities’s Western Digital WDC Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-970
Closed -$50.3K – 2071
2024
Q4 		$50.3K Sell
970
-1,269
-57% -$63.8K ﹤0.01% 1220
2024
Q3 		$116K Buy
2,239
+646
+41% +$32.6K 0.01% 899
2024
Q2 		$91.2K Buy
1,593
+212
+15% +$11.8K 0.01% 961
2024
Q1 		$71.2K Buy
1,381
+395
+40% +$17.3K ﹤0.01% 1044
2023
Q4 		$39K Sell
986
-9
-0.9% -$315 ﹤0.01% 1229
2023
Q3 		$34.3K Sell
995
-34
-3% -$1.07K ﹤0.01% 1233
2023
Q2 		$29.5K Hold
1,029
– – ﹤0.01% 1304
2023
Q1 		$29.3K Sell
1,029
-7
-0.7% -$205 ﹤0.01% 1326
2022
Q4 		$24.7K Buy
1,036
+11
+1% +$290 ﹤0.01% 1388
2022
Q3 		$25K Buy
1,025
+10
+1% +$332 ﹤0.01% 1233
2022
Q2 		$34K Sell
1,015
-22
-2% -$884 ﹤0.01% 1250
2022
Q1 		$39K Sell
1,037
-891
-46% -$36.6K ﹤0.01% 1233
2021
Q4 		$95K Sell
1,928
-115
-6% -$5K 0.01% 1026
2021
Q3 		$87K Buy
2,043
+150
+8% +$7.13K 0.01% 1064
2021
Q2 		$102K Buy
1,893
+33
+2% +$1.78K 0.01% 976
2021
Q1 		$94K Hold
1,860
– – 0.01% 966
2020
Q4 		$78K Sell
1,860
-168
-8% -$5.58K 0.01% 994
2020
Q3 		$56K Hold
2,028
– – ﹤0.01% 1016
2020
Q2 		$68K Hold
2,028
– – 0.01% 857
2020
Q1 		$64K Buy
2,028
+743
+58% +$32.9K 0.01% 803
2019
Q4 		$62K Buy
1,285
+1,165
+971% +$48.6K 0.01% 875
2019
Q3 		$5K Sell
120
-1,253
-91% -$53.5K ﹤0.01% 1344
2019
Q2 		$50K Sell
1,373
-41
-3% -$1.41K 0.01% 865
2019
Q1 		$51K Buy
1,414
+20
+1% +$685 0.01% 878
2018
Q4 		$39K Buy
+1,394
New +$49.4K ﹤0.01% 904

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Concourse Financial Group Securities's WDC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Western Digital (WDC) in Q1 2025, closing a stake of 970 shares — an estimated $50.3K sold.

Concourse Financial Group Securities first reported a position in WDC in Q4 2018 and held it in 25 quarters. The position peaked at $116K in Q3 2024. 663 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 970 Western Digital shares in Q1 2025, an estimated $50.3K.
  • Concourse Financial Group Securities first reported a position in Western Digital in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Western Digital position peaked at $116K in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.