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Whipplewood Advisors’s UL Solutions ULS Stock Holding History

Whipplewood Advisors’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$874 Buy
12
+5
+71% +$364 ﹤0.01% 1040
2025
Q1 		$677 Sell
7
-5
-42% -$484 ﹤0.01% 1087
2024
Q4 		$599 Buy
+12
New +$599 ﹤0.01% 1093