PWMG
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Private Wealth Management Group’s Western Digital WDC Stock Holding History

Private Wealth Management Group’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 		$82K Sell
303
-98
-24% -$25.6K 0.02% 147
2025
Q4 		$69.1K Buy
401
+2
+0.5% +$303 0.02% 157
2025
Q3 		$47.9K Hold
399
– – 0.01% 196
2025
Q2 		$25.5K Buy
399
+202
+103% +$9.62K 0.01% 255
2025
Q1 		$7.96K Sell
197
-210
-52% -$9.96K ﹤0.01% 550
2024
Q4 		$18.4K Buy
407
+11
+3% +$553 0.01% 320
2024
Q3 		$20.4K Buy
396
+14
+4% +$707 0.01% 281
2024
Q2 		$21.9K Buy
382
+121
+46% +$6.71K 0.01% 262
2024
Q1 		$13.4K Buy
261
+3
+1% +$131 0.01% 344
2023
Q4 		$10.2K Buy
+258
New +$9.03K 0.01% 400

Other funds holding WDC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments 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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return