HB Wealth 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
$410K Sell
6,406
-1,930
-23% -$124K ﹤0.01% 803
2025
Q1
$337K Sell
8,336
-1,438
-15% -$58.1K ﹤0.01% 902
2024
Q4
$441K Buy
9,774
+1,425
+17% +$64.2K ﹤0.01% 657
2024
Q3
$431K Buy
8,349
+987
+13% +$50.9K ﹤0.01% 635
2024
Q2
$422K Buy
+7,362
New +$422K ﹤0.01% 586