Whittier Trust’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 | $285K | Buy |
936
+482
| +106% | +$126K | ﹤0.01% | 525 |
|
|
2025
Q4 | $99.6K | Hold |
454
| – | – | ﹤0.01% | 733 |
|
|
2025
Q3 | $59.6K | Buy |
454
+334
| +278% | +$27.3K | ﹤0.01% | 819 |
|
|
2025
Q2 | $7.68K | Sell |
120
-107
| -47% | -$5.09K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $9.18K | Buy |
227
+85
| +60% | +$4.03K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $6.38K | Buy |
142
+106
| +294% | +$5.33K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $1.84K | Sell |
36
-311
| -90% | -$15.7K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $19.9K | Hold |
347
| – | – | ﹤0.01% | 1092 |
|
|
2024
Q1 | $17.9K | Sell |
347
-10
| -3% | -$438 | ﹤0.01% | 1158 |
|
|
2023
Q4 | $14.1K | Buy |
357
+311
| +676% | +$10.9K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $1.6K | Hold |
46
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q2 | $1.33K | Hold |
46
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q1 | $1.32K | Hold |
46
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q4 | $1.1K | Hold |
46
| – | – | ﹤0.01% | 1535 |
|
|
2022
Q3 | $1K | Buy |
46
+2
| +5% | +$66 | ﹤0.01% | 1645 |
|
|
2022
Q2 | $1K | Buy |
44
+33
| +300% | +$1.32K | ﹤0.01% | 1655 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 1759 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1502 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1502 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 1490 |
|
|
2020
Q3 | $0 | Sell |
11
-41
| -79% | -$1.22K | ﹤0.01% | 1518 |
|
|
2020
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q1 | $1K | Buy |
52
+10
| +24% | +$443 | ﹤0.01% | 1437 |
|
|
2019
Q4 | $2K | Buy |
42
+31
| +282% | +$1.29K | ﹤0.01% | 1388 |
|
|
2019
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 1459 |
|
|
2019
Q1 | $0 | Sell |
11
-79
| -88% | -$2.71K | ﹤0.01% | 1504 |
|
|
2018
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q3 | $4K | Buy |
90
+13
| +17% | +$659 | ﹤0.01% | 1145 |
|
|
2018
Q2 | $4K | Buy |
77
+66
| +600% | +$4.2K | ﹤0.01% | 1126 |
|
|
2018
Q1 | $1K | Sell |
11
-152
| -93% | -$10.2K | ﹤0.01% | 1294 |
|
|
2017
Q4 | $10K | Hold |
163
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q3 | $11K | Hold |
163
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q2 | $11K | Hold |
163
| – | – | ﹤0.01% | 981 |
|
|
2017
Q1 | $10K | Buy |
163
+152
| +1,382% | +$8.73K | ﹤0.01% | 1007 |
|
|
2016
Q4 | $1K | Sell |
11
-97
| -90% | -$4.47K | ﹤0.01% | 1170 |
|
|
2016
Q3 | $5K | Sell |
108
-7
| -6% | -$264 | ﹤0.01% | 1044 |
|
|
2016
Q2 | $4K | Buy |
115
+34
| +42% | +$1.12K | ﹤0.01% | 1089 |
|
|
2016
Q1 | $3K | Hold |
81
| – | – | ﹤0.01% | 1095 |
|
|
2015
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 1075 |
|
|
2015
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 1038 |
|
|
2015
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 1092 |
|
|
2015
Q1 | $6K | Hold |
81
| – | – | ﹤0.01% | 1097 |
|
|
2014
Q4 | $7K | Hold |
81
| – | – | ﹤0.01% | 922 |
|
|
2014
Q3 | $6K | Hold |
81
| – | – | ﹤0.01% | 927 |
|
|
2014
Q2 | $6K | Hold |
81
| – | – | ﹤0.01% | 926 |
|
|
2014
Q1 | $6K | Buy |
+81
| New | +$5.29K | ﹤0.01% | 950 |
|
Other funds holding WDC
VCM
VPM
