Global Financial Private Client’s Western Digital WDC Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-33	Closed	-$1.33K	–	1585
2025 Q1	$1.33K	Buy	33 +20	+154%	+$949	﹤0.01%	975
2024 Q4	$596	Buy	+13	New	+$653	﹤0.01%	883
2022 Q3	–	Sell	-5	Closed	-$195	–	682
2022 Q2	$195	Sell	5 -12	-71%	-$482	﹤0.01%	644
2022 Q1	$653	Hold	17	–	–	﹤0.01%	610
2021 Q4	$880	Sell	17 -7	-29%	-$304	﹤0.01%	584
2021 Q3	$1.03K	Hold	24	–	–	﹤0.01%	523
2021 Q2	$1.27K	Hold	24	–	–	﹤0.01%	514
2021 Q1	$1.28K	Hold	24	–	–	﹤0.01%	482
2020 Q4	$997	Hold	24	–	–	﹤0.01%	480
2020 Q3	$654	Sell	24 -12	-33%	-$357	﹤0.01%	452
2020 Q2	$1.15K	Sell	36 -1,950	-98%	-$63.2K	﹤0.01%	483
2020 Q1	$58K	Hold	1,986	–	–	0.06%	193
2019 Q4	$95.3K	Buy	+1,986	New	+$82.8K	0.08%	175

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Financial Private Client's WDC Position: Q2 2025 in Review

Global Financial Private Client sold out of Western Digital (WDC) in Q2 2025, closing a stake of 33 shares — an estimated $1.33K sold.

Global Financial Private Client first reported a position in WDC in Q4 2019 and held it in 13 quarters. The position peaked at $95.3K in Q4 2019. 749 funds tracked by Wall St. Rank hold WDC as of Q2 2025.

Global Financial Private Client reported no remaining Western Digital position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 33 Western Digital shares in Q2 2025, an estimated $1.33K.
Global Financial Private Client first reported a position in Western Digital in Q4 2019 and held it in 13 quarters.
Global Financial Private Client's Western Digital position peaked at $95.3K in Q4 2019.
749 funds tracked by Wall St. Rank held Western Digital as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.