Whipplewood Advisors’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$61.3K	Sell	576 -21,427	-97%	-$2.28M	0.03%	290
2025 Q1	$53.8K	Buy	22,003 +21,380	+3,432%	+$52.3K	0.03%	297
2024 Q4	$61.1K	Buy	+623	New	+$61.1K	0.03%	285