Cresset Asset Management’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 | $292K | Buy |
+4,558
| New | +$292K | ﹤0.01% | 1309 |
|
|
2024
Q4 | – | Sell |
-26,616
| Closed | -$1.37M | – | 2104 |
|
|
2024
Q3 | $1.37M | Buy |
26,616
+5,128
| +24% | +$265K | 0.01% | 979 |
|
|
2024
Q2 | $1.23M | Buy |
21,488
+3,018
| +16% | +$173K | 0.01% | 928 |
|
|
2024
Q1 | $953K | Buy |
18,470
+497
| +3% | +$25.6K | ﹤0.01% | 991 |
|
|
2023
Q4 | $711K | Sell |
17,973
-798
| -4% | -$31.6K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $647K | Buy |
18,771
+2,772
| +17% | +$95.6K | ﹤0.01% | 1011 |
|
|
2023
Q2 | $459K | Buy |
+15,999
| New | +$459K | ﹤0.01% | 1191 |
|
|
2019
Q2 | – | Sell |
-1,769
| Closed | -$65K | – | 1703 |
|
|
2019
Q1 | $65K | Buy |
1,769
+1,166
| +193% | +$42.8K | ﹤0.01% | 699 |
|
|
2018
Q4 | $18K | Buy |
+603
| New | +$18K | ﹤0.01% | 734 |
|