WA
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Whipplewood Advisors’s Citigroup C Stock Holding History

Whipplewood Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8K Sell
268
-302
-53% -$25.7K 0.01% 440
2025
Q1 		$35.5K Buy
570
+252
+79% +$15.7K 0.02% 359
2024
Q4 		$22.4K Buy
+318
New +$22.4K 0.01% 431