Whipplewood Advisors, LLC's ownership history for WFC

Whipplewood Advisors, LLC currently holds 494 shares with a market value of $39.3K. It started holding WFC on 2024-12-31. At its peak, it held 869 shares on 2025-03-31. Its highest holding value was $63.9K on 2025-06-30. At its lowest, it held 200 shares on 2025-09-30, with a value of $16.8K on 2025-09-30. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 294. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 375.