NEOS Investment Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.64M Buy
25,593
+5,355
+26% +$343K 0.02% 408
2025
Q1
$818K Sell
20,238
-1,564
-7% -$63.2K 0.02% 462
2024
Q4
$983K Buy
21,802
+4,931
+29% +$222K 0.02% 411
2024
Q3
$871K Buy
16,871
+3,223
+24% +$166K 0.03% 400
2024
Q2
$782K Buy
13,648
+3,953
+41% +$226K 0.03% 365
2024
Q1
$500K Buy
9,695
+3,630
+60% +$187K 0.03% 382
2023
Q4
$240K Buy
+6,065
New +$240K 0.02% 458