Summit Securities Group’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 | – | Sell |
-1,028
| Closed | -$177K | – | 1439 |
|
|
2025
Q4 | $177K | Buy |
1,028
+429
| +72% | +$65K | 0.03% | 356 |
|
|
2025
Q3 | $71.9K | Buy |
599
+364
| +155% | +$29.7K | 0.02% | 469 |
|
|
2025
Q2 | $15K | Buy |
+235
| New | +$11.2K | 0.01% | 798 |
|
|
2024
Q4 | – | Sell |
-923
| Closed | -$48K | – | 961 |
|
|
2024
Q3 | $48K | Buy |
+923
| New | +$46.6K | 0.03% | 236 |
|
|
2023
Q3 | – | Sell |
-553
| Closed | -$16K | – | 1086 |
|
|
2023
Q2 | $16K | Sell |
553
-2,920
| -84% | -$81.2K | 0.01% | 693 |
|
|
2023
Q1 | $99K | Buy |
3,473
+3,048
| +717% | +$89.4K | 0.03% | 298 |
|
|
2022
Q4 | $10K | Sell |
425
-135
| -24% | -$3.56K | ﹤0.01% | 1037 |
|
|
2022
Q3 | $14K | Sell |
560
-307
| -35% | -$10.2K | ﹤0.01% | 768 |
|
|
2022
Q2 | $29K | Buy |
867
+698
| +413% | +$28K | 0.01% | 687 |
|
|
2022
Q1 | $6K | Buy |
+169
| New | +$6.94K | ﹤0.01% | 949 |
|
|
2021
Q1 | – | Sell |
-13,230
| Closed | -$554K | – | 885 |
|
|
2020
Q4 | $554K | Buy |
+13,230
| New | +$439K | 0.14% | 329 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 599 |
|
|
2020
Q2 | – | Sell |
-6,615
| Closed | -$214K | – | 573 |
|
|
2020
Q1 | $208K | Sell |
6,615
-686,505
| -99% | -$30.4M | 0.1% | 250 |
|
|
2019
Q4 | $33.3M | Buy |
+693,120
| New | +$28.9M | 5.6% | 6 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 486 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 440 |
|
|
2018
Q3 | – | Sell |
-5,292
| Closed | -$310K | – | 288 |
|
|
2018
Q2 | $310K | Buy |
+5,292
| New | +$337K | 0.12% | 177 |
|
|
2018
Q1 | – | Sell |
-42,468
| Closed | -$2.55M | – | 248 |
|
|
2017
Q4 | $2.55M | Buy |
42,468
+15,082
| +55% | +$971K | 0.65% | 33 |
|
|
2017
Q3 | $1.79M | Buy |
27,386
+6,461
| +31% | +$429K | 0.83% | 37 |
|
|
2017
Q2 | $1.4M | Sell |
20,925
-13,449
| -39% | -$893K | 0.43% | 46 |
|
|
2017
Q1 | $2.14M | Buy |
34,374
+4,032
| +13% | +$232K | 0.81% | 33 |
|
|
2016
Q4 | $1.56M | Buy |
+30,342
| New | +$1.4M | 0.55% | 56 |
|
|
2016
Q3 | – | Sell |
-35,220
| Closed | -$1.26M | – | 290 |
|
|
2016
Q2 | $1.26M | Buy |
+35,220
| New | +$1.16M | 0.69% | 33 |
|
|
2015
Q3 | – | Sell |
-1,985
| Closed | -$118K | – | 537 |
|
|
2015
Q2 | $118K | Buy |
1,985
+1,853
| +1,404% | +$133K | 0.06% | 117 |
|
|
2015
Q1 | $9K | Sell |
132
-11,378
| -99% | -$890K | 0.01% | 289 |
|
|
2014
Q4 | $963K | Sell |
11,510
-397
| -3% | -$30K | 0.28% | 66 |
|
|
2014
Q3 | $876K | Buy |
11,907
+3,043
| +34% | +$229K | 0.26% | 74 |
|
|
2014
Q2 | $618K | Buy |
+8,864
| New | +$594K | 0.21% | 78 |
|
|
2014
Q1 | – | Sell |
-5,954
| Closed | -$378K | – | 602 |
|
|
2013
Q4 | $378K | Sell |
5,954
-5,821
| -49% | -$325K | 0.07% | 129 |
|
|
2013
Q3 | $564K | Buy |
11,775
+11,643
| +8,820% | +$575K | 0.19% | 60 |
|
|
2013
Q2 | $6K | Buy |
+132
| New | +$5.78K | ﹤0.01% | 373 |
|
Other funds holding WDC
VCM
VPM
