LPL Financial’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 | $107M | Buy |
396,886
+63,669
| +19% | +$16.6M | 0.03% | 544 |
|
|
2025
Q4 | $57.4M | Buy |
333,217
+68,938
| +26% | +$10.5M | 0.02% | 816 |
|
|
2025
Q3 | $31.7M | Buy |
264,279
+112,620
| +74% | +$9.2M | 0.01% | 1082 |
|
|
2025
Q2 | $9.7M | Buy |
151,659
+29,446
| +24% | +$1.4M | ﹤0.01% | 1748 |
|
|
2025
Q1 | $4.94M | Sell |
122,213
-50,203
| -29% | -$2.38M | ﹤0.01% | 2156 |
|
|
2024
Q4 | $7.77M | Sell |
172,416
-22,790
| -12% | -$1.15M | ﹤0.01% | 1731 |
|
|
2024
Q3 | $10.1M | Buy |
195,206
+19,070
| +11% | +$964K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $10.1M | Buy |
176,136
+39,360
| +29% | +$2.18M | 0.01% | 1373 |
|
|
2024
Q1 | $7.05M | Buy |
136,776
+26,163
| +24% | +$1.15M | ﹤0.01% | 1554 |
|
|
2023
Q4 | $4.38M | Buy |
110,613
+14,816
| +15% | +$519K | ﹤0.01% | 1774 |
|
|
2023
Q3 | $3.3M | Sell |
95,797
-16,617
| -15% | -$524K | ﹤0.01% | 1878 |
|
|
2023
Q2 | $3.22M | Sell |
112,414
-9,630
| -8% | -$268K | ﹤0.01% | 1861 |
|
|
2023
Q1 | $3.47M | Sell |
122,044
-18,041
| -13% | -$529K | ﹤0.01% | 1739 |
|
|
2022
Q4 | $3.34M | Sell |
140,085
-30,631
| -18% | -$808K | ﹤0.01% | 1699 |
|
|
2022
Q3 | $4.2M | Sell |
170,716
-31,290
| -15% | -$1.04M | ﹤0.01% | 1496 |
|
|
2022
Q2 | $6.84M | Buy |
202,006
+18,858
| +10% | +$757K | 0.01% | 1184 |
|
|
2022
Q1 | $6.87M | Sell |
183,148
-19,418
| -10% | -$797K | 0.01% | 1245 |
|
|
2021
Q4 | $9.98M | Sell |
202,566
-1,053
| -0.5% | -$45.8K | 0.01% | 1020 |
|
|
2021
Q3 | $8.69M | Sell |
203,619
-69,861
| -26% | -$3.32M | 0.01% | 1036 |
|
|
2021
Q2 | $14.7M | Buy |
273,480
+16,907
| +7% | +$914K | 0.01% | 720 |
|
|
2021
Q1 | $12.9M | Buy |
256,573
+44,116
| +21% | +$2.06M | 0.01% | 708 |
|
|
2020
Q4 | $8.89M | Sell |
212,457
-14,449
| -6% | -$480K | 0.01% | 800 |
|
|
2020
Q3 | $6.27M | Buy |
226,906
+62,746
| +38% | +$1.86M | 0.01% | 845 |
|
|
2020
Q2 | $5.48M | Buy |
164,160
+41,642
| +34% | +$1.35M | 0.01% | 834 |
|
|
2020
Q1 | $3.85M | Buy |
122,518
+3,883
| +3% | +$172K | 0.01% | 856 |
|
|
2019
Q4 | $5.69M | Sell |
118,635
-30,658
| -21% | -$1.28M | 0.01% | 792 |
|
|
2019
Q3 | $6.73M | Sell |
149,293
-30,579
| -17% | -$1.31M | 0.01% | 676 |
|
|
2019
Q2 | $6.46M | Buy |
179,872
+3,416
| +2% | +$117K | 0.01% | 676 |
|
|
2019
Q1 | $6.41M | Buy |
176,456
+63,298
| +56% | +$2.17M | 0.01% | 664 |
|
|
2018
Q4 | $3.16M | Sell |
113,158
-1,287
| -1% | -$45.6K | 0.01% | 885 |
|
|
2018
Q3 | $5.06M | Sell |
114,445
-11,442
| -9% | -$580K | 0.01% | 736 |
|
|
2018
Q2 | $7.37M | Sell |
125,887
-6,160
| -5% | -$392K | 0.02% | 560 |
|
|
2018
Q1 | $9.21M | Sell |
132,047
-3,497
| -3% | -$235K | 0.03% | 477 |
|
|
2017
Q4 | $8.15M | Buy |
135,544
+1,170
| +0.9% | +$75.3K | 0.02% | 472 |
|
|
2017
Q3 | $8.78M | Buy |
134,374
+32,338
| +32% | +$2.15M | 0.03% | 415 |
|
|
2017
Q2 | $6.83M | Buy |
102,036
+79,802
| +359% | +$5.3M | 0.03% | 461 |
|
|
2017
Q1 | $1.38M | Sell |
22,234
-1,654
| -7% | -$95K | 0.01% | 1049 |
|
|
2016
Q4 | $1.25M | Sell |
23,888
-22,748
| -49% | -$1.05M | 0.01% | 1069 |
|
|
2016
Q3 | $2.07M | Buy |
46,636
+7,729
| +20% | +$291K | 0.02% | 753 |
|
|
2016
Q2 | $1.34M | Sell |
38,907
-27,329
| -41% | -$900K | 0.01% | 987 |
|
|
2016
Q1 | $2.21M | Buy |
66,236
+23,747
| +56% | +$849K | 0.01% | 1141 |
|
|
2015
Q4 | $1.93M | Buy |
42,489
+15,858
| +60% | +$810K | 0.01% | 1199 |
|
|
2015
Q3 | $1.65M | Sell |
26,631
-4,698
| -15% | -$283K | 0.01% | 938 |
|
|
2015
Q2 | $1.89M | Sell |
31,329
-5,625
| -15% | -$403K | 0.01% | 937 |
|
|
2015
Q1 | $2.58M | Sell |
36,954
-3,825
| -9% | -$299K | 0.01% | 796 |
|
|
2014
Q4 | $3.41M | Sell |
40,779
-276
| -0.7% | -$20.8K | 0.02% | 641 |
|
|
2014
Q3 | $2.94M | Sell |
41,055
-1,048
| -2% | -$78.8K | 0.02% | 677 |
|
|
2014
Q2 | $2.94M | Buy |
42,103
+1,409
| +3% | +$94.4K | 0.02% | 691 |
|
|
2014
Q1 | $2.82M | Sell |
40,694
-4,001
| -9% | -$261K | 0.02% | 664 |
|
|
2013
Q4 | $2.83M | Sell |
44,695
-5,156
| -10% | -$288K | 0.02% | 659 |
|
|
2013
Q3 | $2.6M | Buy |
49,851
+10,740
| +27% | +$530K | 0.02% | 655 |
|
|
2013
Q2 | $1.84M | Buy |
+39,111
| New | +$1.71M | 0.01% | 765 |
|
Other funds holding WDC
VCM
VPM
