Golden State Wealth Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$336K Buy
1,241
+1
+0.1% +$261 0.04% 309
2025
Q4
$214K Sell
1,240
-9,599
-89% -$1.46M 0.02% 381
2025
Q3
$1.3M Sell
10,839
-21
-0.2% -$1.72K 0.14% 118
2025
Q2
$695K Buy
10,860
+10,836
+45,150% +$516K 0.08% 181
2025
Q1
$970 Sell
24
-8
-25% -$379 ﹤0.01% 1426
2024
Q4
$1.43K Buy
+32
New +$1.61K ﹤0.01% 1301
2020
Q2
Sell
-266
Closed -$8K 917
2020
Q1
$8K Buy
+266
New +$11.8K ﹤0.01% 667
2019
Q4
Sell
-131
Closed -$6K 955
2019
Q3
$6K Buy
131
+1
+0.8% +$43 ﹤0.01% 841
2019
Q2
$4K Sell
130
-131
-50% -$4.49K ﹤0.01% 918
2019
Q1
$9K Buy
+261
New +$8.94K ﹤0.01% 805

Other funds holding WDC