DWM
Defined Wealth Management’s Seagate STX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
+1,740
| New | +$251K | 0.16% | 101 |
|
|
2024
Q4 | – | Sell |
-1,900
| Closed | -$208K | – | 110 |
|
|
2024
Q3 | $208K | Buy |
+1,900
| New | +$208K | 0.14% | 106 |
|
|
2022
Q4 | – | Sell |
-3,750
| Closed | -$200K | – | 106 |
|
|
2022
Q3 | $200K | Hold |
3,750
| – | – | 0.22% | 89 |
|
|
2022
Q2 | $268K | Hold |
3,750
| – | – | 0.27% | 80 |
|
|
2022
Q1 | $337K | Hold |
3,750
| – | – | 0.3% | 76 |
|
|
2021
Q4 | $424K | Hold |
3,750
| – | – | 0.35% | 63 |
|
|
2021
Q3 | $309K | Hold |
3,750
| – | – | 0.27% | 78 |
|
|
2021
Q2 | $330K | Hold |
3,750
| – | – | 0.29% | 74 |
|
|
2021
Q1 | $288K | Hold |
3,750
| – | – | 0.27% | 76 |
|
|
2020
Q4 | $233K | Buy |
+3,750
| New | +$233K | 0.23% | 80 |
|