Avantax Planning Partners’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$250K Buy
2018
Q4
Sell
2018
Q3
$89K Buy
2018
Q2
Sell
2018
Q1
$265K Sell
2017
Q4
$246K Sell
2017
Q3
$300K Sell
2017
Q2
$405K Buy
2017
Q1
$375K Buy
2016
Q4
$300K Buy