Number of Shares
159,949
Previous 152,759 4.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
N/A
7,190 Added 4.71%
159,949 $0
Q3 2024

Nov 07, 2024

BUY
N/A
5,368 Added 3.64%
152,759 $0
Q2 2024

Jul 30, 2024

BUY
N/A
6,260 Added 4.44%
147,391 $0
Q1 2024

May 08, 2024

BUY
N/A
141,131 New
141,131 $0
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.