Atlas Capital 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 | $38K | Sell |
375
-1,197
| -76% | -$121K | ﹤0.01% | 653 |
|
|
2025
Q1 | $142K | Sell |
1,572
-3,213
| -67% | -$290K | 0.02% | 468 |
|
|
2024
Q4 | $548K | Buy |
4,785
+4,758
| +17,622% | +$545K | 0.07% | 219 |
|
|
2024
Q3 | $2.89K | Hold |
27
| – | – | ﹤0.01% | 808 |
|
|
2024
Q2 | $2.76K | Sell |
27
-842
| -97% | -$86K | ﹤0.01% | 809 |
|
|
2024
Q1 | $104K | Sell |
869
-973
| -53% | -$116K | 0.02% | 474 |
|
|
2023
Q4 | $224K | Sell |
1,842
-56
| -3% | -$6.82K | 0.03% | 348 |
|
|
2023
Q3 | $254K | Hold |
1,898
| – | – | 0.04% | 306 |
|
|
2023
Q2 | $282K | Hold |
1,898
| – | – | 0.04% | 304 |
|
|
2023
Q1 | $251K | Sell |
1,898
-21
| -1% | -$2.77K | 0.04% | 315 |
|
|
2022
Q4 | $271K | Sell |
1,919
-366
| -16% | -$51.8K | 0.05% | 281 |
|
|
2022
Q3 | $308K | Hold |
2,285
| – | – | 0.06% | 262 |
|
|
2022
Q2 | $354K | Buy |
2,285
+22
| +1% | +$3.41K | 0.06% | 258 |
|
|
2022
Q1 | $391K | Buy |
2,263
+21
| +0.9% | +$3.63K | 0.06% | 242 |
|
|
2021
Q4 | $526K | Sell |
2,242
-675
| -23% | -$158K | 0.08% | 208 |
|
|
2021
Q3 | $595K | Sell |
2,917
-58
| -2% | -$11.8K | 0.1% | 177 |
|
|
2021
Q2 | $649K | Buy |
2,975
+5
| +0.2% | +$1.09K | 0.11% | 169 |
|
|
2021
Q1 | $654K | Sell |
2,970
-52
| -2% | -$11.5K | 0.13% | 158 |
|
|
2020
Q4 | $545K | Buy |
3,022
+98
| +3% | +$17.7K | 0.11% | 167 |
|
|
2020
Q3 | $538K | Sell |
2,924
-153
| -5% | -$28.1K | 0.13% | 172 |
|
|
2020
Q2 | $399K | Buy |
3,077
+434
| +16% | +$56.2K | 0.09% | 208 |
|
|
2020
Q1 | $227K | Buy |
2,643
+2,264
| +597% | +$194K | 0.07% | 251 |
|
|
2019
Q4 | $55.9K | Hold |
379
| – | – | 0.01% | 449 |
|
|
2019
Q3 | $60K | Hold |
379
| – | – | 0.02% | 447 |
|
|
2019
Q2 | $54K | Hold |
379
| – | – | 0.02% | 468 |
|
|
2019
Q1 | $50.4K | Buy |
+379
| New | +$50.4K | 0.02% | 416 |
|