Whalen Wealth Management Inc.'s ownership history for WSM

Whalen Wealth Management Inc. currently holds 2.5K shares with a market value of $489.9K. It started holding WSM on 2024-12-31. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $489.9K on 2025-09-30. At its lowest, it held 1.5K shares on 2024-12-31, with a value of $277.8K on 2024-12-31. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 364.