HGERS
WDC icon

Householder Group Estate & Retirement Specialist’s Western Digital WDC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-40
Closed -$2K – 1228
2024
Q3 		$2K Hold
40
– – ﹤0.01% 1069
2024
Q2 		$2K Hold
40
– – ﹤0.01% 1097
2024
Q1 		$2.05K Sell
40
-66
-62% -$2.89K ﹤0.01% 1049
2023
Q4 		$4K Buy
106
+66
+165% +$2.31K ﹤0.01% 927
2023
Q3 		$1.37K Buy
+40
New +$1.26K ﹤0.01% 1112
2023
Q1 		$1K Buy
+40
New +$1.17K ﹤0.01% 1189
2022
Q4 		– Sell
-40
Closed – – 1161
2022
Q3 		$0 Buy
+40
New +$1.33K ﹤0.01% 1204

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WDC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Western Digital (WDC) in Q4 2024, closing a stake of 40 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in WDC in Q3 2022 and held it in 7 quarters. The position peaked at $4K in Q4 2023. 711 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 40 Western Digital shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Western Digital in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Western Digital position peaked at $4K in Q4 2023.
  • 711 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.