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Whipplewood Advisors’s Equitable Holdings EQH Stock Holding History

Whipplewood Advisors’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.1K Buy
359
+21
+6% +$1.18K 0.01% 459
2025
Q1 		$19K Sell
338
-34
-9% -$1.91K 0.01% 460
2024
Q4 		$17.5K Buy
+372
New +$17.5K 0.01% 463