Circle Wealth Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,809	Closed	-$680K	–	229
2025 Q1	$680K	Sell	16,809 -5,429	-24%	-$219K	0.02%	144
2024 Q4	$1M	Buy	22,238 +8,017	+56%	+$361K	0.02%	115
2024 Q3	$734K	Buy	+14,221	New	+$734K	0.02%	141