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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$787	Sell
2025 Q1	$825	Buy
2024 Q4	$1.05K	Buy