Whipplewood Advisors, LLC's ownership history for TAK

Whipplewood Advisors, LLC currently holds 1.3K shares with a market value of $23.8K. It started holding TAK on 2024-12-31. At its peak, it held 1.8K shares on 2024-12-31. Its highest holding value was $24.0K on 2025-06-30. At its lowest, it held 19 shares on 2025-03-31, with a value of $935 on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 267. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 513.