Waverly Advisors’s Seagate STX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,704
+123
| +5% | +$17.8K | ﹤0.01% | 879 |
|
|
2025
Q1 | $219K | Sell |
2,581
-34
| -1% | -$2.89K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $226K | Buy |
+2,615
| New | +$226K | ﹤0.01% | 895 |
|
|
2014
Q4 | – | Sell |
-232
| Closed | -$13K | – | 638 |
|
|
2014
Q3 | $13K | Hold |
232
| – | – | 0.01% | 419 |
|
|
2014
Q2 | $13K | Hold |
232
| – | – | 0.01% | 399 |
|
|
2014
Q1 | $13K | Hold |
232
| – | – | 0.01% | 383 |
|
|
2013
Q4 | $13K | Buy |
+232
| New | +$13K | ﹤0.01% | 521 |
|