Atria Wealth Solutions’s Whirlpool WHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
1,915
-532
-22% -$58.3K ﹤0.01% 1369
2025
Q1
$221K Sell
2,447
-2,710
-53% -$244K ﹤0.01% 1655
2024
Q4
$590K Sell
5,157
-975
-16% -$112K 0.01% 1173
2024
Q3
$656K Buy
6,132
+459
+8% +$49.1K 0.01% 1096
2024
Q2
$580K Buy
5,673
+311
+6% +$31.8K 0.01% 1158
2024
Q1
$641K Buy
5,362
+2,552
+91% +$305K 0.01% 1128
2023
Q4
$342K Sell
2,810
-13
-0.5% -$1.58K ﹤0.01% 1403
2023
Q3
$377K Sell
2,823
-442
-14% -$59.1K 0.01% 1269
2023
Q2
$486K Buy
3,265
+480
+17% +$71.4K 0.01% 1169
2023
Q1
$368K Buy
2,785
+229
+9% +$30.2K 0.01% 1304
2022
Q4
$362K Sell
2,556
-7
-0.3% -$990 0.01% 1247
2022
Q3
$346K Sell
2,563
-25
-1% -$3.37K 0.01% 1208
2022
Q2
$401K Sell
2,588
-38
-1% -$5.89K 0.01% 1047
2022
Q1
$454K Buy
+2,626
New +$454K 0.01% 1119