Whittier Trust’s LendingTree TREE Stock Holding History

Whittier Trust’s Portfolio TREE Stock Details TREE Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$148	Hold	4	–	–	﹤0.01%	1495
2025 Q1	$200	Hold	4	–	–	﹤0.01%	1476
2024 Q4	$154	Hold	4	–	–	﹤0.01%	1532
2024 Q3	$232	Hold	4	–	–	﹤0.01%	1531
2024 Q2	$166	Hold	4	–	–	﹤0.01%	1504
2024 Q1	$168	Sell	4 -1	-20%	-$42	﹤0.01%	1500
2023 Q4	$150	Sell	5 -166	-97%	-$4.98K	﹤0.01%	1496
2023 Q3	$2.65K	Hold	171	–	–	﹤0.01%	1439
2023 Q2	$3.78K	Hold	171	–	–	﹤0.01%	1395
2023 Q1	$4.56K	Sell	171 -25	-13%	-$666	﹤0.01%	1404
2022 Q4	$4.18K	Hold	196	–	–	﹤0.01%	1408
2022 Q3	$5K	Hold	196	–	–	﹤0.01%	1455
2022 Q2	$9K	Sell	196 -3	-2%	-$138	﹤0.01%	1345
2022 Q1	$24K	Hold	199	–	–	﹤0.01%	1159
2021 Q4	$24K	Sell	199 -1	-0.5%	-$121	﹤0.01%	1142
2021 Q3	$28K	Hold	200	–	–	﹤0.01%	1057
2021 Q2	$42K	Hold	200	–	–	﹤0.01%	999
2021 Q1	$43K	Hold	200	–	–	﹤0.01%	968
2020 Q4	$55K	Hold	200	–	–	﹤0.01%	833
2020 Q3	$61K	Hold	200	–	–	﹤0.01%	794
2020 Q2	$58K	Hold	200	–	–	﹤0.01%	767
2020 Q1	$37K	Hold	200	–	–	﹤0.01%	864
2019 Q4	$61K	Hold	200	–	–	﹤0.01%	803
2019 Q3	$62K	Hold	200	–	–	﹤0.01%	790
2019 Q2	$84K	Hold	200	–	–	﹤0.01%	692
2019 Q1	$70K	Hold	200	–	–	﹤0.01%	718
2018 Q4	$44K	Buy	200 +166	+488%	+$36.5K	﹤0.01%	801
2018 Q3	$8K	Hold	34	–	–	﹤0.01%	1074
2018 Q2	$7K	Hold	34	–	–	﹤0.01%	1066
2018 Q1	$11K	Hold	34	–	–	﹤0.01%	1037
2017 Q4	$12K	Hold	34	–	–	﹤0.01%	1012
2017 Q3	$8K	Hold	34	–	–	﹤0.01%	1075
2017 Q2	$6K	Hold	34	–	–	﹤0.01%	1077
2017 Q1	$4K	Hold	34	–	–	﹤0.01%	1199
2016 Q4	$3K	Hold	34	–	–	﹤0.01%	1094
2016 Q3	$3K	Sell	34 -1	-3%	-$88	﹤0.01%	1086
2016 Q2	$3K	Hold	35	–	–	﹤0.01%	1103
2016 Q1	$3K	Hold	35	–	–	﹤0.01%	1091
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	1097
2015 Q3	$3K	Sell	35 -8	-19%	-$686	﹤0.01%	1076
2015 Q2	$3K	Hold	43	–	–	﹤0.01%	1126
2015 Q1	$2K	Hold	43	–	–	﹤0.01%	1173
2014 Q4	$2K	Hold	43	–	–	﹤0.01%	1027
2014 Q3	$2K	Hold	43	–	–	﹤0.01%	1003
2014 Q2	$1K	Hold	43	–	–	﹤0.01%	1029
2014 Q1	$1K	Sell	43 -25	-37%	-$581	﹤0.01%	1054
2013 Q4	$2K	Hold	68	–	–	﹤0.01%	1029
2013 Q3	$2K	Sell	68 -7	-9%	-$206	﹤0.01%	1020
2013 Q2	$1K	Buy	+75	New	+$1K	﹤0.01%	1055