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Whipplewood Advisors’s Unity U Stock Holding History

Whipplewood Advisors’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.26K Buy
300
+272
+971% +$6.58K ﹤0.01% 624
2025
Q1 		$23.9K Sell
28
-1,753
-98% -$1.5M 0.01% 421
2024
Q4 		$40K Buy
+1,781
New +$40K 0.02% 341