Creative Planning’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 | $3.99M | Buy |
62,279
+16,609
| +36% | +$1.06M | ﹤0.01% | 873 |
|
|
2025
Q1 | $1.85M | Sell |
45,670
-9,612
| -17% | -$389K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $2.49M | Sell |
55,282
-824
| -1% | -$37.1K | ﹤0.01% | 998 |
|
|
2024
Q3 | $2.9M | Buy |
56,106
+2,428
| +5% | +$125K | ﹤0.01% | 878 |
|
|
2024
Q2 | $3.07M | Buy |
53,678
+9,310
| +21% | +$533K | ﹤0.01% | 810 |
|
|
2024
Q1 | $2.29M | Buy |
44,368
+9,858
| +29% | +$508K | ﹤0.01% | 916 |
|
|
2023
Q4 | $1.37M | Buy |
34,510
+2,508
| +8% | +$99.3K | ﹤0.01% | 1082 |
|
|
2023
Q3 | $1.1M | Buy |
32,002
+6,345
| +25% | +$219K | ﹤0.01% | 1117 |
|
|
2023
Q2 | $736K | Buy |
25,657
+4,893
| +24% | +$140K | ﹤0.01% | 1293 |
|
|
2023
Q1 | $591K | Buy |
20,764
+1,996
| +11% | +$56.8K | ﹤0.01% | 1357 |
|
|
2022
Q4 | $448K | Buy |
18,768
+581
| +3% | +$13.9K | ﹤0.01% | 1485 |
|
|
2022
Q3 | $447K | Sell |
18,187
-2,130
| -10% | -$52.4K | ﹤0.01% | 1397 |
|
|
2022
Q2 | $688K | Sell |
20,317
-9,546
| -32% | -$323K | ﹤0.01% | 1137 |
|
|
2022
Q1 | $1.12M | Sell |
29,863
-4,047
| -12% | -$152K | ﹤0.01% | 934 |
|
|
2021
Q4 | $1.67M | Buy |
33,910
+1,606
| +5% | +$79.1K | ﹤0.01% | 746 |
|
|
2021
Q3 | $1.38M | Sell |
32,304
-21,842
| -40% | -$932K | ﹤0.01% | 805 |
|
|
2021
Q2 | $2.91M | Sell |
54,146
-62,513
| -54% | -$3.36M | 0.01% | 554 |
|
|
2021
Q1 | $5.89M | Buy |
116,659
+23,944
| +26% | +$1.21M | 0.01% | 369 |
|
|
2020
Q4 | $3.88M | Buy |
92,715
+35,671
| +63% | +$1.49M | 0.01% | 431 |
|
|
2020
Q3 | $1.58M | Sell |
57,044
-65,396
| -53% | -$1.81M | ﹤0.01% | 639 |
|
|
2020
Q2 | $4.09M | Buy |
122,440
+29,860
| +32% | +$996K | 0.01% | 316 |
|
|
2020
Q1 | $2.91M | Buy |
92,580
+21,891
| +31% | +$689K | 0.01% | 337 |
|
|
2019
Q4 | $3.39M | Buy |
70,689
+14,252
| +25% | +$684K | 0.01% | 370 |
|
|
2019
Q3 | $2.54M | Sell |
56,437
-8,272
| -13% | -$373K | 0.01% | 427 |
|
|
2019
Q2 | $2.33M | Sell |
64,709
-6,714
| -9% | -$241K | 0.01% | 454 |
|
|
2019
Q1 | $2.6M | Buy |
71,423
+8,291
| +13% | +$301K | 0.01% | 396 |
|
|
2018
Q4 | $1.76M | Sell |
63,132
-24,501
| -28% | -$685K | 0.01% | 449 |
|
|
2018
Q3 | $3.88M | Buy |
87,633
+13,642
| +18% | +$604K | 0.01% | 322 |
|
|
2018
Q2 | $4.33M | Buy |
73,991
+4,806
| +7% | +$281K | 0.02% | 287 |
|
|
2018
Q1 | $4.83M | Sell |
69,185
-491
| -0.7% | -$34.2K | 0.02% | 251 |
|
|
2017
Q4 | $4.19M | Sell |
69,676
-5,505
| -7% | -$331K | 0.02% | 277 |
|
|
2017
Q3 | $4.91M | Buy |
75,181
+23,989
| +47% | +$1.57M | 0.02% | 242 |
|
|
2017
Q2 | $3.43M | Buy |
51,192
+2,934
| +6% | +$196K | 0.02% | 294 |
|
|
2017
Q1 | $3.01M | Buy |
48,258
+3,992
| +9% | +$249K | 0.02% | 311 |
|
|
2016
Q4 | $2.27M | Sell |
44,266
-10,506
| -19% | -$540K | 0.01% | 369 |
|
|
2016
Q3 | $2.42M | Buy |
54,772
+3,072
| +6% | +$136K | 0.02% | 336 |
|
|
2016
Q2 | $1.85M | Buy |
51,700
+26,297
| +104% | +$939K | 0.01% | 351 |
|
|
2016
Q1 | $907K | Buy |
25,403
+6,536
| +35% | +$233K | 0.01% | 534 |
|
|
2015
Q4 | $856K | Buy |
18,867
+5,887
| +45% | +$267K | 0.01% | 554 |
|
|
2015
Q3 | $779K | Sell |
12,980
-908
| -7% | -$54.5K | 0.01% | 560 |
|
|
2015
Q2 | $823K | Sell |
13,888
-56
| -0.4% | -$3.32K | 0.01% | 526 |
|
|
2015
Q1 | $959K | Buy |
13,944
+2,894
| +26% | +$199K | 0.01% | 477 |
|
|
2014
Q4 | $925K | Buy |
11,050
+1,184
| +12% | +$99.1K | 0.01% | 473 |
|
|
2014
Q3 | $726K | Sell |
9,866
-983
| -9% | -$72.3K | 0.01% | 519 |
|
|
2014
Q2 | $757K | Sell |
10,849
-522
| -5% | -$36.4K | 0.01% | 484 |
|
|
2014
Q1 | $789K | Sell |
11,371
-814
| -7% | -$56.5K | 0.01% | 447 |
|
|
2013
Q4 | $773K | Buy |
12,185
+8,147
| +202% | +$517K | 0.01% | 378 |
|
|
2013
Q3 | $193K | Sell |
4,038
-132
| -3% | -$6.31K | ﹤0.01% | 788 |
|
|
2013
Q2 | $196K | Buy |
+4,170
| New | +$196K | ﹤0.01% | 692 |
|