Transamerica 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	$379K	Buy	1,402 +1,094	+355%	+$286K	0.03%	311
2025 Q4	$53.1K	Buy	308 +134	+77%	+$20.3K	﹤0.01%	540
2025 Q3	$20.8K	Buy	+174	New	+$14.2K	﹤0.01%	599
2024 Q3	–	Sell	-1	Closed	-$1K	–	666
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	546
2024 Q1	$1K	Buy	+1	New	+$44	﹤0.01%	593
2019 Q3	–	Sell	-140	Closed	-$6K	–	523
2019 Q2	$6K	Buy	+140	New	+$4.8K	﹤0.01%	333
2019 Q1	–	Sell	-205	Closed	-$6K	–	459
2018 Q4	$6K	Buy	205 +13	+7%	+$461	﹤0.01%	314
2018 Q3	$9K	Buy	192 +187	+3,740%	+$9.47K	﹤0.01%	301
2018 Q2	$1K	Buy	+5	New	+$318	﹤0.01%	477
2015 Q3	–	Sell	-1	Closed	-$1K	–	922
2015 Q2	$1K	Hold	1	–	–	﹤0.01%	864
2015 Q1	$1K	Hold	1	–	–	﹤0.01%	863
2014 Q4	$1K	Buy	+1	New	+$76	﹤0.01%	705