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Whipplewood Advisors’s Cactus WHD Stock Holding History

Whipplewood Advisors’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$787 Sell
18
-5
-22% -$219 ﹤0.01% 1052
2025
Q1 		$825 Buy
23
+5
+28% +$179 ﹤0.01% 1058
2024
Q4 		$1.05K Buy
+18
New +$1.05K ﹤0.01% 1015