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Whipplewood Advisors’s Allstate ALL Stock Holding History

Whipplewood Advisors’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.06K Sell
45
-33
-42% -$6.64K 0.01% 581
2025
Q1 		$9.32K Buy
78
+29
+59% +$3.46K 0.01% 575
2024
Q4 		$9.45K Buy
+49
New +$9.45K 0.01% 562