Avantax Advisory Services’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
2,759
-8,236
| -75% | -$835K | ﹤0.01% | 1966 |
|
|
2025
Q1 | $991K | Buy |
10,995
+4,981
| +83% | +$449K | 0.01% | 1093 |
|
|
2024
Q4 | $688K | Buy |
6,014
+908
| +18% | +$104K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $546K | Sell |
5,106
-1,105
| -18% | -$118K | ﹤0.01% | 1347 |
|
|
2024
Q2 | $635K | Buy |
6,211
+2,117
| +52% | +$216K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $490K | Sell |
4,094
-459
| -10% | -$54.9K | ﹤0.01% | 1050 |
|
|
2023
Q4 | $554K | Buy |
4,553
+1,571
| +53% | +$191K | 0.01% | 944 |
|
|
2023
Q3 | $399K | Sell |
2,982
-170
| -5% | -$22.7K | ﹤0.01% | 1048 |
|
|
2023
Q2 | $469K | Sell |
3,152
-109
| -3% | -$16.2K | 0.01% | 965 |
|
|
2023
Q1 | $431K | Buy |
3,261
+19
| +0.6% | +$2.51K | 0.01% | 975 |
|
|
2022
Q4 | $459K | Sell |
3,242
-403
| -11% | -$57K | 0.01% | 906 |
|
|
2022
Q3 | $491K | Buy |
3,645
+1,279
| +54% | +$172K | 0.01% | 783 |
|
|
2022
Q2 | $366K | Buy |
2,366
+910
| +63% | +$141K | 0.01% | 917 |
|
|
2022
Q1 | $251K | Buy |
1,456
+368
| +34% | +$63.4K | ﹤0.01% | 1090 |
|
|
2021
Q4 | $256K | Buy |
+1,088
| New | +$256K | ﹤0.01% | 1059 |
|
|
2020
Q4 | – | Sell |
-2,006
| Closed | -$368K | – | 1363 |
|
|
2020
Q3 | $368K | Buy |
+2,006
| New | +$368K | 0.01% | 931 |
|