HAG
HighPoint Advisor Group’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
+7,075
| New | +$453K | 0.02% | 402 |
|
|
2025
Q1 | – | Sell |
-3,629
| Closed | -$250K | – | 694 |
|
|
2024
Q4 | $250K | Buy |
3,629
+503
| +16% | +$34.7K | 0.01% | 577 |
|
|
2024
Q3 | $206K | Sell |
3,126
-1,147
| -27% | -$75.6K | 0.01% | 612 |
|
|
2024
Q2 | $270K | Sell |
4,273
-1,637
| -28% | -$103K | 0.02% | 503 |
|
|
2024
Q1 | $419K | Sell |
5,910
-1,334
| -18% | -$94.6K | 0.03% | 392 |
|
|
2023
Q4 | $471K | Buy |
+7,244
| New | +$471K | 0.03% | 366 |
|