Number of Shares
1,740.00
Current Holdings Value*
$251,130.00
% of Portfolio
0.16%
Total Estimate Gain
$154,446.80
% of Total Estimate Gain
12.69%

DEFINED WEALTH MANAGEMENT, LLC's Seagate Technology Holdings PLC Holding Summary

As of 2025-06-30, DEFINED WEALTH MANAGEMENT, LLC held 1,740.00 shares of Seagate Technology Holdings PLC(STX), totaling $251,130.00. This investment constitutes 0.16% of their stock portfolio, and DEFINED WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Seagate Technology Holdings PLC(STX) stock.

The initial trade took place in 2020Q4. And since then DEFINED WEALTH MANAGEMENT, LLC has made 4 purchases of STX, at an average price of $81.72, for a total of 14,890.00 shares. In addition, there have been 4 sales at an average price of $84.55 for 13,150.00 shares. Based on historical transaction data and STX's current price of $149.07, DEFINED WEALTH MANAGEMENT, LLC's estimated gain on his STX holdings is $154,446.80, reflecting a 12.69% gain to date.

DEFINED WEALTH MANAGEMENT, LLC STX ($149.07) Holding Chart

DEFINED WEALTH MANAGEMENT, LLC STX ($149.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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