Gemmer Asset Management’s Western Digital WDC Stock Holding History

Gemmer Asset Management’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 Q2	$1.49M	Sell	2,326 -22	-0.9%	-$10.7K	0.1%	67
2026 Q1	$635K	Buy	+2,348	New	+$613K	0.05%	99
2022 Q2	–	Sell	-908	Closed	-$34K	–	1136
2022 Q1	$34K	Sell	908 -1	-0.1%	-$41	﹤0.01%	360
2021 Q4	$45K	Buy	909 +315	+53%	+$13.7K	0.01%	303
2021 Q3	$25K	Hold	594	–	–	﹤0.01%	417
2021 Q2	$32K	Hold	594	–	–	﹤0.01%	388
2021 Q1	$30K	Hold	594	–	–	﹤0.01%	375
2020 Q4	$25K	Buy	594 +169	+40%	+$5.61K	﹤0.01%	389
2020 Q3	$12K	Sell	425 -391	-48%	-$11.6K	﹤0.01%	559
2020 Q2	$27K	Sell	816 -125	-13%	-$4.05K	0.01%	309
2020 Q1	$30K	Hold	941	–	–	0.01%	253
2019 Q4	$45K	Sell	941 -2	-0.2%	-$83	0.01%	208
2019 Q3	$43K	Buy	943 +10	+1%	+$427	0.01%	216
2019 Q2	$34K	Sell	933 -5	-0.5%	-$171	0.01%	247
2019 Q1	$34K	Sell	938 -5	-0.5%	-$171	0.01%	269
2018 Q4	$26K	Buy	943 +197	+26%	+$6.98K	0.01%	277
2018 Q3	$33K	Sell	746 -65	-8%	-$3.29K	0.01%	258
2018 Q2	$47K	Buy	811 +3	+0.4%	+$191	0.02%	195
2018 Q1	$56K	Buy	808 +2	+0.2%	+$135	0.02%	170
2017 Q4	$48K	Buy	806 +14	+2%	+$901	0.02%	193
2017 Q3	$52K	Buy	792 +1	+0.1%	+$66	0.02%	175
2017 Q2	$53K	Sell	791 -282	-26%	-$18.7K	0.02%	171
2017 Q1	$67K	Buy	1,073 +3	+0.3%	+$172	0.03%	145
2016 Q4	$55K	Buy	1,070 +5	+0.5%	+$231	0.03%	153
2016 Q3	$47K	Buy	1,065 +4	+0.4%	+$151	0.02%	174
2016 Q2	$38K	Buy	1,061 +392	+59%	+$12.9K	0.02%	190
2016 Q1	$23K	Hold	669	–	–	0.01%	281
2015 Q4	$30K	Hold	669	–	–	0.02%	221
2015 Q3	$40K	Sell	669 -18	-3%	-$1.08K	0.03%	202
2015 Q2	$41K	Sell	687 -13	-2%	-$931	0.02%	194
2015 Q1	$48K	Buy	700 +13	+2%	+$1.02K	0.03%	184
2014 Q4	$57K	Hold	687	–	–	0.04%	161
2014 Q3	$51K	Hold	687	–	–	0.04%	171
2014 Q2	$48K	Hold	687	–	–	0.03%	173
2014 Q1	$48K	Buy	+687	New	+$44.8K	0.03%	174

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return