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Octavia Wealth Advisors’s Western Digital WDC Stock Holding History

Octavia Wealth Advisors’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,396
Closed -$293K – 240
2023
Q4 		$293K Hold
7,396
– – 0.05% 175
2023
Q3 		$255K Sell
7,396
-2,513
-25% -$79.3K 0.05% 168
2023
Q2 		$284K Hold
9,909
– – 0.06% 146
2023
Q1 		$282K Sell
9,909
-7,396
-43% -$217K 0.06% 138
2022
Q4 		$413K Sell
17,305
-264
-2% -$6.96K 0.1% 103
2022
Q3 		$432K Buy
+17,569
New +$583K 0.12% 96

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