Larson Financial Group’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 | $489K | Buy |
1,808
+1,133
| +168% | +$296K | 0.02% | 482 |
|
|
2025
Q4 | $116K | Buy |
675
+100
| +17% | +$15.2K | ﹤0.01% | 879 |
|
|
2025
Q3 | $69K | Buy |
575
+114
| +25% | +$9.32K | ﹤0.01% | 1035 |
|
|
2025
Q2 | $29.5K | Buy |
461
+168
| +57% | +$8K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $11.9K | Buy |
293
+18
| +7% | +$854 | ﹤0.01% | 1569 |
|
|
2024
Q4 | $12.4K | Sell |
275
-193
| -41% | -$9.7K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $24.2K | Buy |
468
+193
| +70% | +$9.75K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $15.8K | Hold |
275
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q1 | $14.2K | Hold |
275
| – | – | ﹤0.01% | 965 |
|
|
2023
Q4 | $10.9K | Hold |
275
| – | – | ﹤0.01% | 989 |
|
|
2023
Q3 | $9.51K | Hold |
275
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q2 | $7.91K | Hold |
275
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q1 | $7.85K | Hold |
275
| – | – | ﹤0.01% | 990 |
|
|
2022
Q4 | $6.58K | Hold |
275
| – | – | ﹤0.01% | 975 |
|
|
2022
Q3 | $7K | Sell |
275
-17
| -6% | -$564 | ﹤0.01% | 896 |
|
|
2022
Q2 | $10K | Sell |
292
-64
| -18% | -$2.57K | ﹤0.01% | 731 |
|
|
2022
Q1 | $13K | Sell |
356
-438
| -55% | -$18K | ﹤0.01% | 610 |
|
|
2021
Q4 | $39K | Sell |
794
-709
| -47% | -$30.8K | 0.01% | 422 |
|
|
2021
Q3 | $64K | Hold |
1,503
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $81K | Hold |
1,503
| – | – | 0.02% | 207 |
|
|
2021
Q1 | $76K | Hold |
1,503
| – | – | 0.02% | 200 |
|
|
2020
Q4 | $63K | Sell |
1,503
-225
| -13% | -$7.47K | 0.02% | 189 |
|
|
2020
Q3 | $48K | Buy |
1,728
+934
| +118% | +$27.8K | 0.02% | 207 |
|
|
2020
Q2 | $26K | Buy |
794
+189
| +31% | +$6.12K | 0.01% | 263 |
|
|
2020
Q1 | $19K | Buy |
+605
| New | +$26.8K | 0.01% | 231 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | – | – | 632 |
|
|
2019
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 578 |
|
|
2019
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 553 |
|
|
2018
Q4 | $0 | Buy |
+12
| New | +$425 | ﹤0.01% | 520 |
|
Other funds holding WDC
VCM
VPM
