American Trust Investment Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,685
| Closed | -$783K | – | 100 |
|
|
2025
Q1 | $783K | Buy |
8,685
+1,995
| +30% | +$180K | 0.33% | 66 |
|
|
2024
Q4 | $766K | Buy |
6,690
+1,430
| +27% | +$164K | 0.31% | 56 |
|
|
2024
Q3 | $563K | Buy |
+5,260
| New | +$563K | 0.23% | 67 |
|
|
2018
Q3 | – | Sell |
-12,925
| Closed | -$1.89M | – | 78 |
|
|
2018
Q2 | $1.89M | Sell |
12,925
-65
| -0.5% | -$9.51K | 1.55% | 26 |
|
|
2018
Q1 | $1.99M | Buy |
12,990
+140
| +1% | +$21.4K | 1.59% | 26 |
|
|
2017
Q4 | $2.17M | Sell |
12,850
-110
| -0.8% | -$18.6K | 1.7% | 25 |
|
|
2017
Q3 | $2.39M | Sell |
12,960
-270
| -2% | -$49.8K | 2.13% | 21 |
|
|
2017
Q2 | $2.54M | Sell |
13,230
-100
| -0.8% | -$19.2K | 2.22% | 16 |
|
|
2017
Q1 | $2.28M | Sell |
13,330
-257
| -2% | -$44K | 2.07% | 22 |
|
|
2016
Q4 | $2.47M | Buy |
13,587
+1,270
| +10% | +$231K | 2.4% | 19 |
|
|
2016
Q3 | $2M | Buy |
12,317
+495
| +4% | +$80.3K | 2.01% | 23 |
|
|
2016
Q2 | $1.97M | Sell |
11,822
-4,580
| -28% | -$763K | 2.03% | 22 |
|
|
2016
Q1 | $2.96M | Buy |
16,402
+6,745
| +70% | +$1.22M | 3.05% | 11 |
|
|
2015
Q4 | $1.42M | Buy |
9,657
+983
| +11% | +$144K | 1.6% | 29 |
|
|
2015
Q3 | $1.28M | Sell |
8,674
-220
| -2% | -$32.4K | 1.49% | 32 |
|
|
2015
Q2 | $1.54M | Sell |
8,894
-56
| -0.6% | -$9.69K | 1.53% | 32 |
|
|
2015
Q1 | $1.81M | Sell |
8,950
-290
| -3% | -$58.6K | 1.79% | 28 |
|
|
2014
Q4 | $1.79M | Buy |
+9,240
| New | +$1.79M | 1.9% | 27 |
|