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Kohmann Bosshard Financial Services’s Western Digital WDC Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-5
Closed -$239 – 767
2024
Q4 		$239 Buy
+5
New +$251 ﹤0.01% 717

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Kohmann Bosshard Financial Services's WDC Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Western Digital (WDC) in Q1 2025, closing a stake of 5 shares — an estimated $239 sold.

Kohmann Bosshard Financial Services first reported a position in WDC in Q4 2024 and held it in 1 quarter. The position peaked at $239 in Q4 2024. 662 funds tracked by Wall St. Rank hold WDC as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Western Digital position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 5 Western Digital shares in Q1 2025, an estimated $239.
  • Kohmann Bosshard Financial Services first reported a position in Western Digital in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Western Digital position peaked at $239 in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Western Digital as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.