Congress 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	$925K	Buy	14,451 +520	+4%	+$33.3K	0.01%	732
2025 Q1	$563K	Buy	+13,931	New	+$563K	0.01%	780
2022 Q1	–	Sell	-4,885	Closed	-$241K	–	646
2021 Q4	$241K	Buy	+4,885	New	+$241K	﹤0.01%	563