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Whipplewood Advisors’s nCino NCNO Stock Holding History

Whipplewood Advisors’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$364 Buy
13
+6
+86% +$168 ﹤0.01% 1143
2025
Q1 		$357 Sell
7
-6
-46% -$306 ﹤0.01% 1157
2024
Q4 		$437 Buy
+13
New +$437 ﹤0.01% 1129