Stifel 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 | $45.1M | Buy |
166,695
+6,002
| +4% | +$1.57M | 0.04% | 390 |
|
|
2025
Q4 | $27.7M | Buy |
160,693
+2,850
| +2% | +$432K | 0.02% | 520 |
|
|
2025
Q3 | $19M | Buy |
157,843
+63,612
| +68% | +$5.2M | 0.02% | 651 |
|
|
2025
Q2 | $6.03M | Buy |
94,231
+13,689
| +17% | +$652K | 0.01% | 1147 |
|
|
2025
Q1 | $3.26M | Sell |
80,542
-36,018
| -31% | -$1.71M | ﹤0.01% | 1423 |
|
|
2024
Q4 | $5.25M | Sell |
116,560
-246
| -0.2% | -$12.4K | 0.01% | 1182 |
|
|
2024
Q3 | $6.03M | Sell |
116,806
-16,769
| -13% | -$847K | 0.01% | 1102 |
|
|
2024
Q2 | $7.65M | Sell |
133,575
-12
| -0% | -$666 | 0.01% | 919 |
|
|
2024
Q1 | $6.89M | Buy |
133,587
+7,091
| +6% | +$311K | 0.01% | 973 |
|
|
2023
Q4 | $5.01M | Sell |
126,496
-20,251
| -14% | -$709K | 0.01% | 1096 |
|
|
2023
Q3 | $5.06M | Sell |
146,747
-27,459
| -16% | -$866K | 0.01% | 1027 |
|
|
2023
Q2 | $4.99M | Sell |
174,206
-7,226
| -4% | -$201K | 0.01% | 1041 |
|
|
2023
Q1 | $5.17M | Sell |
181,432
-19,607
| -10% | -$575K | 0.01% | 996 |
|
|
2022
Q4 | $4.79M | Sell |
201,039
-98,643
| -33% | -$2.6M | 0.01% | 1007 |
|
|
2022
Q3 | $7.37M | Sell |
299,682
-110,662
| -27% | -$3.67M | 0.01% | 758 |
|
|
2022
Q2 | $13.9M | Buy |
410,344
+21,427
| +6% | +$861K | 0.02% | 550 |
|
|
2022
Q1 | $14.6M | Sell |
388,917
-33,558
| -8% | -$1.38M | 0.02% | 586 |
|
|
2021
Q4 | $20.8M | Buy |
422,475
+33,047
| +8% | +$1.44M | 0.03% | 496 |
|
|
2021
Q3 | $16.6M | Sell |
389,428
-33,273
| -8% | -$1.58M | 0.02% | 534 |
|
|
2021
Q2 | $22.7M | Buy |
422,701
+15,065
| +4% | +$815K | 0.03% | 431 |
|
|
2021
Q1 | $20.6M | Sell |
407,636
-11,816
| -3% | -$552K | 0.03% | 429 |
|
|
2020
Q4 | $17.6M | Sell |
419,452
-19,283
| -4% | -$640K | 0.03% | 431 |
|
|
2020
Q3 | $12.1M | Buy |
438,735
+40,153
| +10% | +$1.19M | 0.02% | 484 |
|
|
2020
Q2 | $13.3M | Sell |
398,582
-129,202
| -24% | -$4.19M | 0.03% | 420 |
|
|
2020
Q1 | $16.5M | Sell |
527,784
-34,467
| -6% | -$1.53M | 0.05% | 323 |
|
|
2019
Q4 | $26.9M | Buy |
562,251
+90,746
| +19% | +$3.79M | 0.06% | 298 |
|
|
2019
Q3 | $21.2M | Sell |
471,505
-116,361
| -20% | -$4.97M | 0.05% | 308 |
|
|
2019
Q2 | $21.2M | Buy |
587,866
+80,920
| +16% | +$2.77M | 0.05% | 307 |
|
|
2019
Q1 | $18.4M | Sell |
506,946
-91,106
| -15% | -$3.12M | 0.05% | 337 |
|
|
2018
Q4 | $16.8M | Buy |
598,052
+38,442
| +7% | +$1.36M | 0.05% | 329 |
|
|
2018
Q3 | $24.8M | Buy |
559,610
+24,587
| +5% | +$1.25M | 0.07% | 269 |
|
|
2018
Q2 | $31.3M | Buy |
535,023
+76,686
| +17% | +$4.88M | 0.1% | 215 |
|
|
2018
Q1 | $31.9M | Sell |
458,337
-24,119
| -5% | -$1.62M | 0.1% | 208 |
|
|
2017
Q4 | $29.1M | Sell |
482,456
-12,671
| -3% | -$816K | 0.09% | 232 |
|
|
2017
Q3 | $32.4M | Sell |
495,127
-16,911
| -3% | -$1.12M | 0.11% | 196 |
|
|
2017
Q2 | $34.3M | Buy |
512,038
+29,369
| +6% | +$1.95M | 0.13% | 183 |
|
|
2017
Q1 | $30.1M | Sell |
482,669
-337,578
| -41% | -$19.4M | 0.12% | 192 |
|
|
2016
Q4 | $42.2M | Buy |
820,247
+2,633
| +0.3% | +$121K | 0.18% | 130 |
|
|
2016
Q3 | $36.2M | Buy |
817,614
+166,878
| +26% | +$6.29M | 0.16% | 149 |
|
|
2016
Q2 | $23.2M | Buy |
650,736
+28,542
| +5% | +$940K | 0.11% | 202 |
|
|
2016
Q1 | $22.2M | Buy |
622,194
+271,370
| +77% | +$9.71M | 0.12% | 190 |
|
|
2015
Q4 | $15.9M | Buy |
350,824
+107,690
| +44% | +$5.5M | 0.08% | 258 |
|
|
2015
Q3 | $14.6M | Sell |
243,134
-14,924
| -6% | -$898K | 0.08% | 262 |
|
|
2015
Q2 | $15.3M | Buy |
258,058
+10,792
| +4% | +$773K | 0.08% | 277 |
|
|
2015
Q1 | $17M | Buy |
247,266
+7,534
| +3% | +$589K | 0.09% | 252 |
|
|
2014
Q4 | $20.1M | Buy |
239,732
+8,208
| +4% | +$620K | 0.11% | 230 |
|
|
2014
Q3 | $17M | Sell |
231,524
-15,108
| -6% | -$1.14M | 0.15% | 168 |
|
|
2014
Q2 | $17.2M | Buy |
246,632
+2,445
| +1% | +$164K | 0.15% | 168 |
|
|
2014
Q1 | $16.9M | Buy |
+244,187
| New | +$15.9M | 0.16% | 156 |
|
Other funds holding WDC
VCM
VPM
