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Geller Advisors’s Western Digital WDC Stock Holding History

Geller Advisors’s Portfolio WDC Stock Details WDC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,578
Closed -$271K – 289
2024
Q2 		$271K Sell
3,578
-15
-0.4% -$1.14K 0.02% 221
2024
Q1 		$245K Buy
+3,593
New +$245K 0.02% 238