Safeguard Investment Advisory Group’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 | $312K | Buy |
+4,882
| New | +$312K | 0.08% | 102 |
|
|
2024
Q4 | – | Sell |
-4,341
| Closed | -$224K | – | 127 |
|
|
2024
Q3 | $224K | Sell |
4,341
-763
| -15% | -$39.3K | 0.06% | 97 |
|
|
2024
Q2 | $292K | Sell |
5,104
-577
| -10% | -$33K | 0.09% | 75 |
|
|
2024
Q1 | $293K | Sell |
5,681
-1,507
| -21% | -$77.7K | 0.1% | 75 |
|
|
2023
Q4 | $284K | Sell |
7,188
-652
| -8% | -$25.8K | 0.11% | 74 |
|
|
2023
Q3 | $270K | Sell |
7,840
-463
| -6% | -$16K | 0.12% | 72 |
|
|
2023
Q2 | $238K | Sell |
8,303
-323
| -4% | -$9.26K | 0.1% | 88 |
|
|
2023
Q1 | $246K | Sell |
8,626
-888
| -9% | -$25.3K | 0.12% | 82 |
|
|
2022
Q4 | $227K | Sell |
9,514
-165
| -2% | -$3.93K | 0.14% | 85 |
|
|
2022
Q3 | $238K | Sell |
9,679
-488
| -5% | -$12K | 0.16% | 80 |
|
|
2022
Q2 | $381K | Hold |
10,167
| – | – | 0.23% | 61 |
|
|
2022
Q1 | $381K | Sell |
10,167
-119
| -1% | -$4.46K | 0.26% | 53 |
|
|
2021
Q4 | $507K | Sell |
10,286
-461
| -4% | -$22.7K | 0.3% | 49 |
|
|
2021
Q3 | $458K | Sell |
10,747
-894
| -8% | -$38.1K | 0.3% | 51 |
|
|
2021
Q2 | $626K | Sell |
11,641
-1,057
| -8% | -$56.8K | 0.45% | 42 |
|
|
2021
Q1 | $640K | Sell |
12,698
-5,414
| -30% | -$273K | 0.57% | 32 |
|
|
2020
Q4 | $758K | Buy |
+18,112
| New | +$758K | 0.67% | 30 |
|