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Whipplewood Advisors’s Factset FDS Stock Holding History

Whipplewood Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$20.6K Sell
46
-22
-32% -$9.84K 0.01% 454
2025
Q1 		$22.3K Buy
68
+19
+39% +$6.22K 0.01% 437
2024
Q4 		$23.5K Buy
+49
New +$23.5K 0.01% 426