AE Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
24,121
+2,030
| +9% | +$206K | 0.02% | 488 |
|
|
2025
Q1 | $1.99M | Sell |
22,091
-91,653
| -81% | -$8.26M | 0.02% | 528 |
|
|
2024
Q4 | $13M | Buy |
113,744
+7,056
| +7% | +$808K | 0.11% | 200 |
|
|
2024
Q3 | $11.4M | Buy |
106,688
+4,749
| +5% | +$508K | 0.1% | 216 |
|
|
2024
Q2 | $10.4M | Buy |
+101,939
| New | +$10.4M | 0.1% | 216 |
|
|
2024
Q1 | – | Sell |
-2,346
| Closed | -$272K | – | 1991 |
|
|
2023
Q4 | $272K | Sell |
2,346
-1,630
| -41% | -$189K | ﹤0.01% | 1760 |
|
|
2023
Q3 | $532K | Sell |
3,976
-2,523
| -39% | -$337K | ﹤0.01% | 1341 |
|
|
2023
Q2 | $967K | Buy |
6,499
+4,312
| +197% | +$642K | 0.01% | 1101 |
|
|
2023
Q1 | $289K | Sell |
2,187
-159
| -7% | -$21K | ﹤0.01% | 1570 |
|
|
2022
Q4 | $332K | Buy |
2,346
+167
| +8% | +$23.6K | ﹤0.01% | 1461 |
|
|
2022
Q3 | $294K | Buy |
2,179
+7
| +0.3% | +$944 | ﹤0.01% | 1478 |
|
|
2022
Q2 | $336K | Buy |
2,172
+485
| +29% | +$75K | ﹤0.01% | 1390 |
|
|
2022
Q1 | $291K | Buy |
1,687
+693
| +70% | +$120K | ﹤0.01% | 1429 |
|
|
2021
Q4 | $233K | Buy |
+994
| New | +$233K | ﹤0.01% | 1543 |
|
|
2021
Q1 | – | Sell |
-2,425
| Closed | -$438K | – | 1555 |
|
|
2020
Q4 | $438K | Buy |
2,425
+583
| +32% | +$105K | 0.01% | 1005 |
|
|
2020
Q3 | $339K | Buy |
+1,842
| New | +$339K | ﹤0.01% | 995 |
|
|
2020
Q2 | – | Sell |
-8,239
| Closed | -$707K | – | 1331 |
|
|
2020
Q1 | $707K | Buy |
8,239
+2,077
| +34% | +$178K | 0.02% | 572 |
|
|
2019
Q4 | $909K | Sell |
6,162
-154
| -2% | -$22.7K | 0.02% | 549 |
|
|
2019
Q3 | $1M | Sell |
6,316
-981
| -13% | -$155K | 0.03% | 445 |
|
|
2019
Q2 | $1.04M | Buy |
+7,297
| New | +$1.04M | 0.03% | 404 |
|