GeoWealth 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	$80.9K	Buy	+1,264	New	+$80.9K	﹤0.01%	856
2025 Q1	–	Sell	-1,381	Closed	-$62.3K	–	1788
2024 Q4	$62.3K	Buy	1,381 +660	+92%	+$29.8K	﹤0.01%	1087
2024 Q3	$37.2K	Buy	+721	New	+$37.2K	﹤0.01%	1159