Geneos Wealth 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 | $145K | Buy |
535
+335
| +168% | +$87.5K | ﹤0.01% | 1066 |
|
|
2025
Q4 | $34.5K | Hold |
200
| – | – | ﹤0.01% | 1538 |
|
|
2025
Q3 | $24K | Sell |
200
-950
| -83% | -$77.6K | ﹤0.01% | 1660 |
|
|
2025
Q2 | $73.6K | Sell |
1,150
-1,807
| -61% | -$86K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $120K | Buy |
2,957
+2,400
| +431% | +$114K | ﹤0.01% | 1474 |
|
|
2024
Q4 | $25.1K | Buy |
557
+83
| +18% | +$4.17K | ﹤0.01% | 1618 |
|
|
2024
Q3 | $24.4K | Buy |
474
+209
| +79% | +$10.6K | ﹤0.01% | 1493 |
|
|
2024
Q2 | $15.2K | Hold |
265
| – | – | ﹤0.01% | 1430 |
|
|
2024
Q1 | $13.6K | Hold |
265
| – | – | ﹤0.01% | 1469 |
|
|
2023
Q4 | $10.5K | Sell |
265
-47
| -15% | -$1.65K | ﹤0.01% | 1540 |
|
|
2023
Q3 | $10.8K | Buy |
312
+47
| +18% | +$1.48K | ﹤0.01% | 1544 |
|
|
2023
Q2 | $7.59K | Hold |
265
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q1 | $7.53K | Hold |
265
| – | – | ﹤0.01% | 1621 |
|
|
2022
Q4 | $6.31K | Sell |
265
-142
| -35% | -$3.75K | ﹤0.01% | 1656 |
|
|
2022
Q3 | $10K | Sell |
407
-331
| -45% | -$11K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $24K | Buy |
738
+143
| +24% | +$5.74K | ﹤0.01% | 1619 |
|
|
2022
Q1 | $22K | Sell |
595
-14
| -2% | -$575 | ﹤0.01% | 1766 |
|
|
2021
Q4 | $29K | Hold |
609
| – | – | ﹤0.01% | 1710 |
|
|
2021
Q3 | $26K | Hold |
609
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q2 | $32K | Sell |
609
-300
| -33% | -$16.2K | ﹤0.01% | 1693 |
|
|
2021
Q1 | $48K | Hold |
909
| – | – | ﹤0.01% | 1660 |
|
|
2020
Q4 | $30K | Sell |
909
-4,462
| -83% | -$148K | ﹤0.01% | 1704 |
|
|
2020
Q3 | $156K | Buy |
5,371
+2,315
| +76% | +$68.8K | 0.01% | 777 |
|
|
2020
Q2 | $94K | Hold |
3,056
| – | – | 0.01% | 945 |
|
|
2020
Q1 | $97K | Sell |
3,056
-519
| -15% | -$23K | 0.01% | 845 |
|
|
2019
Q4 | $167K | Sell |
3,575
-2,176
| -38% | -$90.8K | 0.01% | 761 |
|
|
2019
Q3 | $262K | Buy |
5,751
+321
| +6% | +$13.7K | 0.02% | 569 |
|
|
2019
Q2 | $195K | Buy |
5,430
+276
| +5% | +$9.46K | 0.01% | 674 |
|
|
2019
Q1 | $187K | Sell |
5,154
-1,339
| -21% | -$45.8K | 0.01% | 663 |
|
|
2018
Q4 | $180K | Buy |
6,493
+2,222
| +52% | +$78.7K | 0.01% | 635 |
|
|
2018
Q3 | $188K | Buy |
4,271
+1,118
| +35% | +$56.6K | 0.01% | 664 |
|
|
2018
Q2 | $184K | Buy |
3,153
+225
| +8% | +$14.3K | 0.01% | 586 |
|
|
2018
Q1 | $204K | Sell |
2,928
-1
| -0% | -$67 | 0.02% | 538 |
|
|
2017
Q4 | $176K | Buy |
2,929
+53
| +2% | +$3.41K | 0.02% | 576 |
|
|
2017
Q3 | $187K | Buy |
2,876
+13
| +0.5% | +$863 | 0.02% | 525 |
|
|
2017
Q2 | $191K | Hold |
2,863
| – | – | 0.02% | 510 |
|
|
2017
Q1 | $178K | Sell |
2,863
-11
| -0.4% | -$632 | 0.02% | 511 |
|
|
2016
Q4 | $147K | Hold |
2,874
| – | – | 0.02% | 525 |
|
|
2016
Q3 | $126K | Sell |
2,874
-33
| -1% | -$1.24K | 0.02% | 543 |
|
|
2016
Q2 | $102K | Buy |
2,907
+94
| +3% | +$3.1K | 0.01% | 583 |
|
|
2016
Q1 | $99K | Buy |
+2,813
| New | +$101K | 0.02% | 584 |
|
Other funds holding WDC
VCM
VPM
