Crewe Advisors’s Western Digital WDC Stock Holding History

Crewe Advisors’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	$8.39K	Buy	31 +23	+288%	+$6K	﹤0.01%	680
2025 Q4	$1.38K	Buy	+8	New	+$1.21K	﹤0.01%	946
2024 Q4	–	Sell	-4	Closed	-$205	–	808
2024 Q3	$205	Sell	4 -217	-98%	-$11K	﹤0.01%	697
2024 Q2	$12.7K	Buy	221 +66	+43%	+$3.66K	﹤0.01%	644
2024 Q1	$7.99K	Buy	+155	New	+$6.79K	﹤0.01%	655
2023 Q4	–	Sell	-11	Closed	-$366	–	702
2023 Q3	$366	Buy	11 +4	+57%	+$126	﹤0.01%	409
2023 Q2	$190	Buy	+7	New	+$195	﹤0.01%	724
2022 Q4	–	Sell	-85	Closed	-$2K	–	1296
2022 Q3	$2K	Hold	85	–	–	﹤0.01%	1090
2022 Q2	$3K	Buy	+85	New	+$3.41K	﹤0.01%	933

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