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Whipplewood Advisors’s Prudential PUK Stock Holding History

Whipplewood Advisors’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36.8K Buy
1,469
+377
+35% +$9.43K 0.02% 366
2025
Q1 		$42K Sell
1,092
-804
-42% -$30.9K 0.02% 329
2024
Q4 		$30.2K Buy
+1,896
New +$30.2K 0.02% 387