SWA

SFMG Wealth Advisors’s Western Digital WDC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Buy	+4,021	New	+$257K	0.02%	228
2025 Q1	–	Sell	-4,081	Closed	-$243K	–	296
2024 Q4	$243K	Hold	4,081	–	–	0.02%	227
2024 Q3	$279K	Hold	4,081	–	–	0.02%	205
2024 Q2	$309K	Sell	4,081 -1	-0%	-$76	0.03%	193
2024 Q1	$279K	Buy	4,082 +14	+0.3%	+$955	0.02%	206
2023 Q4	$213K	Buy	+4,068	New	+$213K	0.02%	231
2022 Q3	–	Sell	-4,600	Closed	-$206K	–	274
2022 Q2	$206K	Hold	4,600	–	–	0.02%	234
2022 Q1	$228K	Sell	4,600 -149	-3%	-$7.39K	0.02%	245
2021 Q4	$310K	Buy	4,749 +600	+14%	+$39.2K	0.03%	199
2021 Q3	$234K	Buy	4,149 +149	+4%	+$8.4K	0.03%	220
2021 Q2	$285K	Hold	4,000	–	–	0.03%	203
2021 Q1	$267K	Hold	4,000	–	–	0.03%	196
2020 Q4	$222K	Buy	+4,000	New	+$222K	0.03%	199
2020 Q1	–	Sell	-4,000	Closed	-$254K	–	184
2019 Q4	$254K	Hold	4,000	–	–	0.03%	141
2019 Q3	$239K	Hold	4,000	–	–	0.03%	132
2019 Q2	$226K	Buy	+4,000	New	+$226K	0.03%	136
2018 Q3	–	Sell	-3,000	Closed	-$232K	–	160
2018 Q2	$232K	Hold	3,000	–	–	0.04%	128
2018 Q1	$277K	Hold	3,000	–	–	0.05%	109
2017 Q4	$239K	Hold	3,000	–	–	0.04%	123
2017 Q3	$259K	Hold	3,000	–	–	0.05%	104
2017 Q2	$266K	Hold	3,000	–	–	0.06%	100
2017 Q1	$248K	Hold	3,000	–	–	0.05%	104
2016 Q4	$204K	Buy	+3,000	New	+$204K	0.04%	113
2015 Q2	–	Sell	-3,000	Closed	-$273K	–	169
2015 Q1	$273K	Buy	+3,000	New	+$273K	0.02%	140