SWA
SOA Wealth Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Buy |
11,140
+1,972
| +22% | +$1.97K | ﹤0.01% | 584 |
|
|
2025
Q1 | $9.17K | Buy |
+9,168
| New | +$9.17K | ﹤0.01% | 571 |
|
|
2024
Q4 | – | Sell |
-550
| Closed | -$37.6K | – | 909 |
|
|
2024
Q3 | $37.6K | Hold |
550
| – | – | 0.01% | 368 |
|
|
2024
Q2 | $41.7K | Buy |
550
+100
| +22% | +$7.58K | 0.01% | 334 |
|
|
2024
Q1 | $30.7K | Buy |
+450
| New | +$30.7K | 0.01% | 371 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | – | – | 1005 |
|
|
2021
Q2 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 980 |
|
|
2021
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 939 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 899 |
|