Whipplewood Advisors, LLC's ownership history for PDI

Whipplewood Advisors, LLC currently holds 15.3K shares with a market value of $270.8K. It started holding PDI on 2024-12-31. At its peak, it held 17.5K shares on 2025-06-30. Its highest holding value was $331.0K on 2025-06-30. At its lowest, it held 19 shares on 2025-03-31, with a value of $217.4K on 2024-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 2.2K. In the recent year, Whipplewood Advisors, LLC has increased its shares by 3.4K.