Global Financial Private Client’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-33	Closed	-$1.33K	–	1587
2025 Q1	$1.33K	Buy	33 +20	+154%	+$949	﹤0.01%	975
2024 Q4	$596	Buy	+13	New	+$653	﹤0.01%	883
2022 Q3	–	Sell	-5	Closed	-$195	–	682
2022 Q2	$195	Sell	5 -12	-71%	-$482	﹤0.01%	644
2022 Q1	$653	Hold	17	–	–	﹤0.01%	610
2021 Q4	$880	Sell	17 -7	-29%	-$304	﹤0.01%	584
2021 Q3	$1.03K	Hold	24	–	–	﹤0.01%	523
2021 Q2	$1.27K	Hold	24	–	–	﹤0.01%	514
2021 Q1	$1.28K	Hold	24	–	–	﹤0.01%	482
2020 Q4	$997	Hold	24	–	–	﹤0.01%	480
2020 Q3	$654	Sell	24 -12	-33%	-$357	﹤0.01%	452
2020 Q2	$1.15K	Sell	36 -1,950	-98%	-$63.2K	﹤0.01%	483
2020 Q1	$58K	Hold	1,986	–	–	0.06%	193
2019 Q4	$95.3K	Buy	+1,986	New	+$82.8K	0.08%	175