Allworth Financial’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
1,085
+550
| +103% | +$55.8K | ﹤0.01% | 1481 |
|
|
2025
Q1 | $42.2K | Sell |
535
-129
| -19% | -$10.2K | ﹤0.01% | 1635 |
|
|
2024
Q4 | $87.7K | Buy |
664
+98
| +17% | +$12.9K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $60.5K | Sell |
566
-322
| -36% | -$34.4K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $93.8K | Buy |
888
+345
| +64% | +$36.4K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $64.9K | Buy |
543
+204
| +60% | +$24.4K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $41.3K | Sell |
339
-36
| -10% | -$4.39K | ﹤0.01% | 1268 |
|
|
2023
Q3 | $50.1K | Sell |
375
-11
| -3% | -$1.47K | ﹤0.01% | 1114 |
|
|
2023
Q2 | $57.4K | Buy |
386
+244
| +172% | +$36.3K | ﹤0.01% | 1080 |
|
|
2023
Q1 | $18.7K | Buy |
142
+1
| +0.7% | +$132 | ﹤0.01% | 1488 |
|
|
2022
Q4 | $19.9K | Sell |
141
-686
| -83% | -$96.7K | ﹤0.01% | 1368 |
|
|
2022
Q3 | $111K | Buy |
827
+358
| +76% | +$48.1K | ﹤0.01% | 740 |
|
|
2022
Q2 | $73K | Buy |
469
+467
| +23,350% | +$72.7K | ﹤0.01% | 793 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2411 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 1673 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1391 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1343 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$4K | – | 1004 |
|
|
2018
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 693 |
|
|
2018
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 604 |
|
|
2017
Q3 | $5K | Sell |
26
-30
| -54% | -$5.77K | ﹤0.01% | 578 |
|
|
2017
Q2 | $11K | Buy |
56
+30
| +115% | +$5.89K | ﹤0.01% | 471 |
|
|
2017
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 578 |
|
|
2016
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 497 |
|
|
2016
Q3 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 539 |
|