Tortoise Investment 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	$1.28K	Buy	+20	New	+$1.28K	﹤0.01%	897
2020 Q2	–	Sell	-37	Closed	-$1K	–	557
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	532
2019 Q4	$2K	Hold	37	–	–	﹤0.01%	543
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	546
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	613
2019 Q1	$1K	Buy	+37	New	+$1K	﹤0.01%	608
2018 Q4	–	Sell	-139	Closed	-$6K	–	563
2018 Q3	$6K	Hold	139	–	–	﹤0.01%	447
2018 Q2	$8K	Hold	139	–	–	﹤0.01%	431
2018 Q1	$10K	Hold	139	–	–	﹤0.01%	387
2017 Q4	$8K	Buy	+139	New	+$8K	﹤0.01%	416
2016 Q1	–	Sell	-1,654	Closed	-$75K	–	435
2015 Q4	$75K	Hold	1,654	–	–	0.03%	174
2015 Q3	$99K	Hold	1,654	–	–	0.04%	148
2015 Q2	$98K	Hold	1,654	–	–	0.04%	161
2015 Q1	$114K	Hold	1,654	–	–	0.04%	144
2014 Q4	$138K	Sell	1,654 -198	-11%	-$16.5K	0.06%	131
2014 Q3	$136K	Hold	1,852	–	–	0.06%	125
2014 Q2	$129K	Hold	1,852	–	–	0.05%	129
2014 Q1	$129K	Hold	1,852	–	–	0.06%	119
2013 Q4	$117K	Buy	+1,852	New	+$117K	0.06%	113