Number of Shares
48,952
Previous 67,094 27.04%
Holding current value
$2.28 Million
Previous $3.61 Million 36.97%
% of portfolio
0.1%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

SELL
N/A
-18,142 Reduced 27.04%
48,952 $2.28 Million
Q4 2024

Feb 04, 2025

SELL
N/A
-60,492 Reduced 47.41%
67,094 $3.61 Million
Q3 2024

Nov 07, 2024

BUY
N/A
127,586 New
127,586 $6.31 Million
Track This Portfolio

Track Wharton Business Group, LLC Portfolio

Follow Wharton Business Group, LLC 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 Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.