Arkadios Wealth 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 | $2.41M | Buy |
23,794
+774
| +3% | +$78.5K | 0.07% | 294 |
|
|
2025
Q1 | $2.07M | Buy |
23,020
+5,810
| +34% | +$524K | 0.08% | 273 |
|
|
2024
Q4 | $1.97M | Buy |
+17,210
| New | +$1.97M | 0.11% | 189 |
|
|
2024
Q3 | – | Sell |
-5,958
| Closed | -$609K | – | 960 |
|
|
2024
Q2 | $609K | Sell |
5,958
-292
| -5% | -$29.8K | 0.04% | 412 |
|
|
2024
Q1 | $748K | Sell |
6,250
-41
| -0.7% | -$4.91K | 0.06% | 298 |
|
|
2023
Q4 | $766K | Sell |
6,291
-139
| -2% | -$16.9K | 0.06% | 273 |
|
|
2023
Q3 | $860K | Buy |
+6,430
| New | +$860K | 0.08% | 236 |
|
|
2021
Q4 | – | Sell |
-47
| Closed | -$9K | – | 1773 |
|
|
2021
Q3 | $9K | Hold |
47
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q2 | $10K | Buy |
47
+1
| +2% | +$213 | ﹤0.01% | 1553 |
|
|
2021
Q1 | $10K | Hold |
46
| – | – | ﹤0.01% | 1207 |
|
|
2020
Q4 | $8K | Buy |
+46
| New | +$8K | ﹤0.01% | 1029 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$257 | – | 1160 |
|
|
2020
Q1 | $257 | Buy |
+3
| New | +$257 | ﹤0.01% | 1056 |
|