IFP Advisors’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
Q2 | $1.84M | Sell |
2,879
-610
| -17% | -$297K | 0.03% | 512 |
|
|
2026
Q1 | $944K | Buy |
3,489
+328
| +10% | +$85.6K | 0.02% | 719 |
|
|
2025
Q4 | $545K | Buy |
3,161
+1,623
| +106% | +$246K | 0.01% | 893 |
|
|
2025
Q3 | $185K | Sell |
1,538
-20,283
| -93% | -$1.66M | ﹤0.01% | 1324 |
|
|
2025
Q2 | $1.4M | Buy |
21,821
+19,804
| +982% | +$943K | 0.04% | 464 |
|
|
2025
Q1 | $81.6K | Sell |
2,017
-3,010
| -60% | -$143K | ﹤0.01% | 1640 |
|
|
2024
Q4 | $227K | Buy |
5,027
+449
| +10% | +$22.6K | 0.01% | 1069 |
|
|
2024
Q3 | $236K | Buy |
4,578
+782
| +21% | +$39.5K | 0.01% | 1013 |
|
|
2024
Q2 | $217K | Buy |
3,796
+2,365
| +165% | +$131K | 0.01% | 1006 |
|
|
2024
Q1 | $73.8K | Buy |
1,431
+67
| +5% | +$2.93K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $54K | Sell |
1,364
-58
| -4% | -$2.03K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $49.1K | Sell |
1,422
-286
| -17% | -$9.02K | ﹤0.01% | 1564 |
|
|
2023
Q2 | $49.8K | Buy |
1,708
+50
| +3% | +$1.39K | ﹤0.01% | 1603 |
|
|
2023
Q1 | $125K | Sell |
1,658
-5,698
| -77% | -$167K | 0.01% | 1135 |
|
|
2022
Q4 | $563K | Sell |
7,356
-3,657
| -33% | -$96.5K | 0.02% | 845 |
|
|
2022
Q3 | $837K | Buy |
11,013
+1,249
| +13% | +$41.5K | 0.02% | 706 |
|
|
2022
Q2 | $745K | Hold |
9,764
| – | – | 0.02% | 677 |
|
|
2022
Q1 | $745K | Buy |
9,764
+7,082
| +264% | +$291K | 0.02% | 677 |
|
|
2021
Q4 | $134K | Buy |
2,682
+585
| +28% | +$25.4K | ﹤0.01% | 1142 |
|
|
2021
Q3 | $93K | Buy |
2,097
+542
| +35% | +$25.8K | ﹤0.01% | 1328 |
|
|
2021
Q2 | $83K | Buy |
1,555
+121
| +8% | +$6.54K | ﹤0.01% | 1320 |
|
|
2021
Q1 | $72K | Sell |
1,434
-361
| -20% | -$16.9K | ﹤0.01% | 1307 |
|
|
2020
Q4 | $75K | Hold |
1,795
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q3 | $50K | Sell |
1,795
-111
| -6% | -$3.3K | ﹤0.01% | 1296 |
|
|
2020
Q2 | $62K | Sell |
1,906
-61
| -3% | -$1.98K | ﹤0.01% | 1126 |
|
|
2020
Q1 | $67K | Sell |
1,967
-54,738
| -97% | -$2.42M | 0.01% | 1000 |
|
|
2019
Q4 | $2.66M | Sell |
56,705
-839
| -1% | -$35K | 0.2% | 117 |
|
|
2019
Q3 | $2.63M | Buy |
+57,544
| New | +$2.46M | 0.18% | 130 |
|
|
2019
Q1 | $1.04M | Buy |
28,873
+26,177
| +971% | +$896K | 0.14% | 155 |
|
|
2018
Q4 | $75K | Sell |
2,696
-686
| -20% | -$24.3K | ﹤0.01% | 1363 |
|
|
2018
Q3 | $150K | Sell |
3,382
-2,433
| -42% | -$123K | 0.01% | 1242 |
|
|
2018
Q2 | $340K | Buy |
5,815
+844
| +17% | +$53.7K | 0.01% | 830 |
|
|
2018
Q1 | $299K | Hold |
4,971
| – | – | 0.01% | 824 |
|
|
2017
Q4 | $299K | Sell |
4,971
-5,724
| -54% | -$369K | 0.01% | 825 |
|
|
2017
Q3 | $698K | Sell |
10,695
-278
| -3% | -$18.4K | 0.03% | 560 |
|
|
2017
Q2 | $735K | Sell |
10,973
-3,772
| -26% | -$251K | 0.03% | 529 |
|
|
2017
Q1 | $920K | Buy |
14,745
+562
| +4% | +$32.3K | 0.04% | 445 |
|
|
2016
Q4 | $728K | Sell |
14,183
-770
| -5% | -$35.5K | 0.04% | 481 |
|
|
2016
Q3 | $661K | Buy |
14,953
+4,808
| +47% | +$181K | 0.03% | 474 |
|
|
2016
Q2 | $362K | Sell |
10,145
-18,728
| -65% | -$617K | 0.02% | 683 |
|
|
2016
Q1 | $1.04M | Buy |
28,873
+23,514
| +439% | +$841K | 0.14% | 155 |
|
|
2015
Q4 | $243K | Buy |
+5,359
| New | +$274K | 0.02% | 759 |
|
Other funds holding WDC
IFP Advisors's WDC Position: Q2 2026 in Review
IFP Advisors reduced its Western Digital (WDC) stake by 17% in Q2 2026, selling an estimated $297K and leaving 2,879 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #512.
IFP Advisors first reported a position in WDC in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.66M in Q4 2019. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- IFP Advisors held 2,879 shares of Western Digital worth $1.84M as of Q2 2026.
- IFP Advisors sold 610 Western Digital shares in Q2 2026, an estimated $297K.
- Western Digital made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #512 holding.
- IFP Advisors first reported a position in Western Digital in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Western Digital position peaked at $2.66M in Q4 2019.
- 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.