Tortoise Investment Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-29	Closed	-$3.48K	–	1443
2025 Q3	$3.48K	Buy	29 +9	+45%	+$735	﹤0.01%	762
2025 Q2	$1.28K	Buy	+20	New	+$952	﹤0.01%	903
2020 Q2	–	Sell	-37	Closed	-$1K	–	562
2020 Q1	$1K	Hold	37	–	–	﹤0.01%	536
2019 Q4	$2K	Hold	37	–	–	﹤0.01%	546
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	550
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	617
2019 Q1	$1K	Buy	+37	New	+$1.27K	﹤0.01%	613
2018 Q4	–	Sell	-139	Closed	-$6K	–	568
2018 Q3	$6K	Hold	139	–	–	﹤0.01%	448
2018 Q2	$8K	Hold	139	–	–	﹤0.01%	433
2018 Q1	$10K	Hold	139	–	–	﹤0.01%	388
2017 Q4	$8K	Buy	+139	New	+$8.95K	﹤0.01%	417
2016 Q1	–	Sell	-1,654	Closed	-$75K	–	436
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%	-$14.9K	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%	120
2013 Q4	$117K	Buy	+1,852	New	+$103K	0.06%	114