Envestnet Asset Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $190M | Buy |
701,352
+108,079
| +18% | +$28.2M | 0.05% | 343 |
|
|
2025
Q4 | $102M | Buy |
593,273
+12,666
| +2% | +$1.92M | 0.03% | 498 |
|
|
2025
Q3 | $69.7M | Buy |
580,607
+371,829
| +178% | +$30.4M | 0.02% | 634 |
|
|
2025
Q2 | $13.4M | Buy |
208,778
+91,966
| +79% | +$4.38M | ﹤0.01% | 1536 |
|
|
2025
Q1 | $4.72M | Sell |
116,812
-27,490
| -19% | -$1.3M | ﹤0.01% | 2171 |
|
|
2024
Q4 | $6.5M | Sell |
144,302
-234,363
| -62% | -$11.8M | ﹤0.01% | 1923 |
|
|
2024
Q3 | $19.5M | Buy |
378,665
+14,872
| +4% | +$751K | 0.01% | 1203 |
|
|
2024
Q2 | $20.8M | Buy |
363,793
+8,134
| +2% | +$451K | 0.01% | 1104 |
|
|
2024
Q1 | $18.3M | Buy |
355,659
+285,233
| +405% | +$12.5M | 0.01% | 1165 |
|
|
2023
Q4 | $2.79M | Sell |
70,426
-43,630
| -38% | -$1.53M | ﹤0.01% | 2257 |
|
|
2023
Q3 | $3.93M | Buy |
114,056
+56,302
| +97% | +$1.78M | ﹤0.01% | 1963 |
|
|
2023
Q2 | $1.66M | Sell |
57,754
-16,612
| -22% | -$462K | ﹤0.01% | 2401 |
|
|
2023
Q1 | $2.12M | Sell |
74,366
-36,504
| -33% | -$1.07M | ﹤0.01% | 2167 |
|
|
2022
Q4 | $2.64M | Sell |
110,870
-18,121
| -14% | -$478K | ﹤0.01% | 1987 |
|
|
2022
Q3 | $3.17M | Sell |
128,991
-1,806
| -1% | -$60K | ﹤0.01% | 1800 |
|
|
2022
Q2 | $4.43M | Sell |
130,797
-29,688
| -18% | -$1.19M | ﹤0.01% | 1584 |
|
|
2022
Q1 | $6.02M | Sell |
160,485
-52,805
| -25% | -$2.17M | ﹤0.01% | 1486 |
|
|
2021
Q4 | $10.5M | Buy |
213,290
+75,644
| +55% | +$3.29M | 0.01% | 1161 |
|
|
2021
Q3 | $5.87M | Sell |
137,646
-18,770
| -12% | -$892K | ﹤0.01% | 1428 |
|
|
2021
Q2 | $8.41M | Buy |
156,416
+11,779
| +8% | +$637K | ﹤0.01% | 1237 |
|
|
2021
Q1 | $7.3M | Sell |
144,637
-52,227
| -27% | -$2.44M | ﹤0.01% | 1225 |
|
|
2020
Q4 | $8.24M | Sell |
196,864
-29,111
| -13% | -$966K | 0.01% | 1006 |
|
|
2020
Q3 | $6.24M | Sell |
225,975
-77,452
| -26% | -$2.3M | 0.01% | 1043 |
|
|
2020
Q2 | $10.1M | Sell |
303,427
-3,604
| -1% | -$117K | 0.01% | 778 |
|
|
2020
Q1 | $9.66M | Buy |
307,031
+87,234
| +40% | +$3.86M | 0.01% | 697 |
|
|
2019
Q4 | $10.5M | Sell |
219,797
-108,144
| -33% | -$4.51M | 0.01% | 787 |
|
|
2019
Q3 | $14.8M | Sell |
327,941
-56,102
| -15% | -$2.39M | 0.02% | 587 |
|
|
2019
Q2 | $13.8M | Buy |
384,043
+85,500
| +29% | +$2.93M | 0.02% | 599 |
|
|
2019
Q1 | $10.8M | Buy |
298,543
+28,205
| +10% | +$966K | 0.01% | 651 |
|
|
2018
Q4 | $7.55M | Buy |
270,338
+168,243
| +165% | +$5.96M | 0.01% | 713 |
|
|
2018
Q3 | $4.52M | Sell |
102,095
-152,212
| -60% | -$7.71M | 0.01% | 449 |
|
|
2018
Q2 | $14.9M | Buy |
254,307
+192,184
| +309% | +$12.2M | 0.03% | 244 |
|
|
2018
Q1 | $4.3M | Sell |
62,123
-47,742
| -43% | -$3.21M | 0.01% | 440 |
|
|
2017
Q4 | $6.61M | Sell |
109,865
-11,442
| -9% | -$737K | 0.01% | 501 |
|
|
2017
Q3 | $7.92M | Sell |
121,307
-16,146
| -12% | -$1.07M | 0.02% | 428 |
|
|
2017
Q2 | $9.21M | Buy |
137,453
+8,045
| +6% | +$534K | 0.03% | 385 |
|
|
2017
Q1 | $8.07M | Sell |
129,408
-19,134
| -13% | -$1.1M | 0.03% | 415 |
|
|
2016
Q4 | $7.63M | Buy |
148,542
+11,114
| +8% | +$512K | 0.03% | 404 |
|
|
2016
Q3 | $6.07M | Sell |
137,428
-8,754
| -6% | -$330K | 0.02% | 511 |
|
|
2016
Q2 | $5.22M | Buy |
146,182
+40,151
| +38% | +$1.32M | 0.02% | 600 |
|
|
2016
Q1 | $3.79M | Sell |
106,031
-6,965
| -6% | -$249K | 0.02% | 696 |
|
|
2015
Q4 | $5.13M | Buy |
112,996
+23,430
| +26% | +$1.2M | 0.02% | 568 |
|
|
2015
Q3 | $5.38M | Sell |
89,566
-4,289
| -5% | -$258K | 0.03% | 526 |
|
|
2015
Q2 | $5.56M | Buy |
93,855
+13,561
| +17% | +$971K | 0.03% | 562 |
|
|
2015
Q1 | $5.52M | Buy |
80,294
+78,765
| +5,151% | +$6.16M | 0.03% | 524 |
|
|
2014
Q4 | $128K | Sell |
1,529
-1,042
| -41% | -$78.7K | ﹤0.01% | 1111 |
|
|
2014
Q3 | $189K | Buy |
2,571
+875
| +52% | +$65.8K | ﹤0.01% | 1119 |
|
|
2014
Q2 | $118K | Buy |
1,696
+1,004
| +145% | +$67.3K | ﹤0.01% | 1165 |
|
|
2014
Q1 | $48K | Sell |
692
-42
| -6% | -$2.74K | ﹤0.01% | 1376 |
|
|
2013
Q4 | $47K | Buy |
734
+311
| +74% | +$17.4K | ﹤0.01% | 1235 |
|
|
2013
Q3 | $20K | Buy |
423
+31
| +8% | +$1.53K | ﹤0.01% | 1484 |
|
|
2013
Q2 | $18K | Buy |
+392
| New | +$17.2K | ﹤0.01% | 1473 |
|
Other funds holding WDC
VCM
VPM
