Sequoia Financial Advisors’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	$4.51M	Buy	16,684 +3,035	+22%	+$792K	0.03%	344
2025 Q4	$2.35M	Buy	13,649 +6,694	+96%	+$1.02M	0.01%	524
2025 Q3	$835K	Buy	6,955 +1,388	+25%	+$113K	0.01%	878
2025 Q2	$356K	Buy	+5,567	New	+$265K	﹤0.01%	1172
2025 Q1	–	Sell	-7,431	Closed	-$335K	–	1476
2024 Q4	$335K	Sell	7,431 -1,973	-21%	-$99.2K	﹤0.01%	980
2024 Q3	$485K	Buy	9,404 +4,248	+82%	+$215K	0.01%	758
2024 Q2	$295K	Buy	5,156 +573	+13%	+$31.8K	﹤0.01%	899
2024 Q1	$236K	Buy	+4,583	New	+$201K	﹤0.01%	975
2015 Q1	–	Sell	-2,576	Closed	-$216K	–	191
2014 Q4	$216K	Buy	+2,576	New	+$194K	0.15%	142