Wealth Enhancement Advisory Services’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 | $25.6M | Buy |
94,398
+19,539
| +26% | +$5.1M | 0.06% | 318 |
|
|
2025
Q4 | $16.7M | Buy |
74,859
+9,112
| +14% | +$1.38M | 0.02% | 530 |
|
|
2025
Q3 | $7.88M | Buy |
65,747
+9,689
| +17% | +$792K | 0.01% | 744 |
|
|
2025
Q2 | $3.7M | Buy |
56,058
+27,220
| +94% | +$1.3M | 0.01% | 1040 |
|
|
2025
Q1 | $1.17M | Buy |
28,838
+3,881
| +16% | +$184K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $1.12M | Buy |
24,957
+5,721
| +30% | +$288K | ﹤0.01% | 1474 |
|
|
2024
Q3 | $993K | Buy |
19,236
+8,790
| +84% | +$444K | ﹤0.01% | 1402 |
|
|
2024
Q2 | $598K | Buy |
10,446
+1,817
| +21% | +$101K | ﹤0.01% | 1537 |
|
|
2024
Q1 | $445K | Buy |
8,629
+2,156
| +33% | +$94.4K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $256K | Sell |
6,473
-16,800
| -72% | -$588K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $803K | Buy |
+23,273
| New | +$734K | ﹤0.01% | 1189 |
|
|
2022
Q4 | – | Sell |
-40,183
| Closed | -$1.08M | – | 374 |
|
|
2022
Q3 | $1.08M | Buy |
+40,183
| New | +$1.33M | 0.02% | 228 |
|
|
2021
Q4 | – | Sell |
-28,781
| Closed | -$1.23M | – | 337 |
|
|
2021
Q3 | $1.23M | Buy |
+28,781
| New | +$1.37M | 0.02% | 199 |
|
|
2020
Q4 | – | Sell |
-83,026
| Closed | -$2.4M | – | 252 |
|
|
2020
Q3 | $2.4M | Buy |
+83,026
| New | +$2.47M | 0.06% | 101 |
|
|
2018
Q4 | – | Sell |
-18,956
| Closed | -$750K | – | 213 |
|
|
2018
Q3 | $750K | Buy |
18,956
+2,874
| +18% | +$146K | 0.05% | 137 |
|
|
2018
Q2 | $968K | Buy |
+16,082
| New | +$1.02M | 0.06% | 125 |
|
|
2018
Q1 | – | Sell |
-15,941
| Closed | -$1M | – | 186 |
|
|
2017
Q4 | $1M | Sell |
15,941
-1,060
| -6% | -$68.3K | 0.07% | 112 |
|
|
2017
Q3 | $1.08M | Buy |
+17,001
| New | +$1.13M | 0.09% | 87 |
|
|
2016
Q3 | – | Sell |
-33,871
| Closed | -$1.21M | – | 183 |
|
|
2016
Q2 | $1.21M | Buy |
33,871
+5,651
| +20% | +$186K | 0.22% | 95 |
|
|
2016
Q1 | $988K | Buy |
28,220
+11,050
| +64% | +$395K | 0.2% | 110 |
|
|
2015
Q4 | $779K | Buy |
+17,170
| New | +$877K | 0.2% | 111 |
|
Other funds holding WDC
VCM
VPM
