True Wealth Design’s Western Digital WDC Stock Holding History

True Wealth Design’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	$225K	Buy	831 +216	+35%	+$56.4K	0.06%	80
2025 Q4	$106K	Buy	615 +230	+60%	+$34.9K	0.03%	176
2025 Q3	$46.2K	Buy	385 +219	+132%	+$17.9K	0.01%	335
2025 Q2	$10.6K	Sell	166 -55	-25%	-$2.62K	﹤0.01%	556
2025 Q1	$8.94K	Buy	221 +168	+317%	+$7.97K	﹤0.01%	507
2024 Q4	$2.39K	Sell	53 -521	-91%	-$26.2K	﹤0.01%	693
2024 Q3	$29.6K	Buy	574 +549	+2,196%	+$27.7K	0.01%	252
2024 Q2	$1.44K	Buy	25 +6	+32%	+$333	﹤0.01%	434
2024 Q1	$956	Buy	19 +8	+73%	+$350	﹤0.01%	477
2023 Q4	$419	Buy	11 +2	+22%	+$70	﹤0.01%	515
2023 Q3	$320	Buy	9 +1	+13%	+$32	﹤0.01%	543
2023 Q2	$228	Sell	8 -36	-82%	-$1K	﹤0.01%	629
2023 Q1	$1.24K	Buy	44 +36	+450%	+$1.06K	﹤0.01%	381
2022 Q4	$189	Buy	+8	New	+$211	﹤0.01%	674

Other funds holding WDC

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return