WA
XYZ

Whipplewood Advisors’s Block, Inc. XYZ Stock Holding History

Whipplewood Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.16K Sell
17
-39,456
-100% -$2.68M ﹤0.01% 994
2025
Q1 		$14.5K Buy
39,473
+39,206
+14,684% +$14.4K 0.01% 501
2024
Q4 		$22.7K Buy
+267
New +$22.7K 0.01% 429