Covestor’s Western Digital WDC Stock Holding History

Covestor’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
2026 Q1	$379K	Sell	1,403 -58	-4%	-$15.1K	0.26%	63
2025 Q4	$252K	Sell	1,461 -228	-13%	-$34.6K	0.13%	148
2025 Q3	$203K	Sell	1,689 -1,210	-42%	-$98.9K	0.11%	205
2025 Q2	$186K	Buy	2,899 +2,604	+883%	+$124K	0.11%	222
2025 Q1	$12K	Sell	295 -93	-24%	-$4.41K	0.01%	1415
2024 Q4	$17K	Buy	388 +49	+14%	+$2.46K	0.01%	1284
2024 Q3	$17K	Sell	339 -590	-64%	-$29.8K	0.01%	1281
2024 Q2	$53K	Buy	929 +508	+121%	+$28.2K	0.03%	831
2024 Q1	$22K	Buy	421 +7	+2%	+$307	0.01%	1193
2023 Q4	$16K	Sell	414 -2,296	-85%	-$80.4K	0.01%	1293
2023 Q3	$93K	Sell	2,710 -314	-10%	-$9.9K	0.07%	465
2023 Q2	$87K	Sell	3,024 -2	-0.1%	-$56	0.07%	524
2023 Q1	$86K	Sell	3,026 -2	-0.1%	-$59	0.07%	463
2022 Q4	$72K	Buy	3,028 +932	+44%	+$24.6K	0.06%	574
2022 Q3	$52K	Sell	2,096 -2,147	-51%	-$71.3K	0.05%	686
2022 Q2	$144K	Buy	4,243 +721	+20%	+$29K	0.12%	217
2022 Q1	$132K	Buy	3,522 +1,388	+65%	+$57K	0.09%	340
2021 Q4	$105K	Buy	+2,134	New	+$92.7K	0.15%	146

Other funds holding WDC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return