Weatherly Asset Management’s Western Digital WDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
+3,814
New +$244K 0.02% 169
2025
Q1
Sell
-5,046
Closed -$227K 186
2024
Q4
$227K Hold
5,046
0.02% 166
2024
Q3
$260K Buy
+5,046
New +$260K 0.02% 160