IPG Investment 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
Q1 | $1.53M | Buy |
5,652
+758
| +15% | +$198K | 0.26% | 88 |
|
|
2025
Q4 | $843K | Buy |
+4,894
| New | +$742K | 0.15% | 106 |
|
|
2024
Q1 | – | Sell |
-79,122
| Closed | -$3.13M | – | 222 |
|
|
2023
Q4 | $3.13M | Sell |
79,122
-81,239
| -51% | -$2.84M | 0.63% | 38 |
|
|
2023
Q3 | $5.53M | Sell |
160,361
-313,723
| -66% | -$9.9M | 1.22% | 23 |
|
|
2023
Q2 | $13.6M | Buy |
474,084
+154,751
| +48% | +$4.3M | 2.97% | 10 |
|
|
2023
Q1 | $9.09M | Buy |
+319,333
| New | +$9.37M | 2.08% | 14 |
|
|
2022
Q4 | – | Sell |
-536,400
| Closed | -$13.2M | – | 161 |
|
|
2022
Q3 | $13.2M | Hold |
536,400
| – | – | 3.7% | 9 |
|
|
2022
Q2 | $18.2M | Sell |
536,400
-301,326
| -36% | -$12.1M | 4.55% | 8 |
|
|
2022
Q1 | $31.4M | Buy |
837,726
+238,490
| +40% | +$9.79M | 6.01% | 3 |
|
|
2021
Q4 | $29.5M | Buy |
+599,236
| New | +$26M | 5.35% | 4 |
|
|
2021
Q2 | – | Sell |
-634,028
| Closed | -$32M | – | 224 |
|
|
2021
Q1 | $32M | Buy |
634,028
+13,296
| +2% | +$622K | 6.25% | 1 |
|
|
2020
Q4 | $26M | Buy |
620,732
+98,114
| +19% | +$3.26M | 6.03% | 3 |
|
|
2020
Q3 | $14.4M | Buy |
522,618
+106,984
| +26% | +$3.18M | 4.13% | 6 |
|
|
2020
Q2 | $13.9M | Buy |
415,634
+131,083
| +46% | +$4.25M | 4.7% | 4 |
|
|
2020
Q1 | $8.95M | Sell |
284,551
-44,532
| -14% | -$1.97M | 3.76% | 8 |
|
|
2019
Q4 | $15.8M | Sell |
329,083
-3,592
| -1% | -$150K | 5% | 3 |
|
|
2019
Q3 | $15M | Sell |
332,675
-233,106
| -41% | -$9.95M | 5.23% | 4 |
|
|
2019
Q2 | $20.3M | Sell |
565,781
-2,666
| -0.5% | -$91.4K | 7.4% | 1 |
|
|
2019
Q1 | $20.6M | Sell |
568,447
-74,194
| -12% | -$2.54M | 7.06% | 1 |
|
|
2018
Q4 | $18M | Buy |
642,641
+165,045
| +35% | +$5.85M | 6.86% | 2 |
|
|
2018
Q3 | $21.1M | Buy |
477,596
+221,086
| +86% | +$11.2M | 6.83% | 3 |
|
|
2018
Q2 | $15M | Sell |
256,510
-1,323
| -0.5% | -$84.2K | 5.25% | 2 |
|
|
2018
Q1 | $18M | Buy |
257,833
+149,082
| +137% | +$10M | 5.86% | 3 |
|
|
2017
Q4 | $6.54M | Buy |
+108,751
| New | +$7M | 2.72% | 12 |
|
|
2017
Q1 | – | Sell |
-140,873
| Closed | -$7.24M | – | 153 |
|
|
2016
Q4 | $7.24M | Sell |
140,873
-2,117
| -1% | -$97.6K | 2.94% | 9 |
|
|
2016
Q3 | $6.32M | Buy |
142,990
+36,786
| +35% | +$1.39M | 2.66% | 12 |
|
|
2016
Q2 | $3.79M | Buy |
106,204
+28,345
| +36% | +$933K | 1.57% | 18 |
|
|
2016
Q1 | $2.78M | Buy |
+77,859
| New | +$2.78M | 1.25% | 19 |
|
Other funds holding WDC
VCM
VPM
