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MWM
Mascoma Wealth Management’s
Western Digital
WDC
Stock Holding History
Mascoma Wealth Management’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
2026
Q1
$1.08K
Hold
4
–
–
﹤0.01%
472
2025
Q4
$689
Buy
+4
New
+$607
﹤0.01%
483
2025
Q1
–
Sell
-17
Closed
-$775
–
543
2024
Q4
$775
Buy
+17
New
+$855
﹤0.01%
495
2021
Q4
–
Sell
-119
Closed
-$5K
–
569
2021
Q3
$5K
Buy
+119
New
+$5.65K
﹤0.01%
387
2021
Q2
–
Sell
-119
Closed
-$6K
–
428
2021
Q1
$6K
Buy
+119
New
+$5.56K
﹤0.01%
372
2019
Q3
–
Sell
-119
Closed
-$4K
–
342
2019
Q2
$4K
Hold
119
–
–
﹤0.01%
314
2019
Q1
$4K
Hold
119
–
–
﹤0.01%
320
2018
Q4
$3K
Hold
119
–
–
﹤0.01%
331
2018
Q3
$5K
Hold
119
–
–
﹤0.01%
329
2018
Q2
$7K
Hold
119
–
–
﹤0.01%
300
2018
Q1
$8K
Sell
119
-93
-44%
-$6.26K
0.01%
282
2017
Q4
$14K
Hold
212
–
–
0.01%
244
2017
Q3
$14K
Hold
212
–
–
0.01%
256
2017
Q2
$14K
Hold
212
–
–
0.01%
265
2017
Q1
$13K
Hold
212
–
–
0.01%
247
2016
Q4
$11K
Buy
+212
New
+$9.77K
0.01%
262
Other funds holding WDC
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$5.7T AUM
30.48%
1-Year Est. Return
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Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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