Avior Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$229K | – | 2336 |
|
|
2024
Q4 | $229K | Hold |
2,000
| – | – | 0.01% | 663 |
|
|
2024
Q3 | $214K | Buy |
+2,000
| New | +$214K | 0.01% | 675 |
|
|
2024
Q2 | – | Sell |
-82
| Closed | -$9.81K | – | 3737 |
|
|
2024
Q1 | $9.81K | Sell |
82
-4,368
| -98% | -$523K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $542K | Buy |
4,450
+1,000
| +29% | +$122K | 0.03% | 323 |
|
|
2023
Q3 | $461K | Hold |
3,450
| – | – | 0.03% | 347 |
|
|
2023
Q2 | $513K | Hold |
3,450
| – | – | 0.03% | 329 |
|
|
2023
Q1 | $455K | Hold |
3,450
| – | – | 0.03% | 373 |
|
|
2022
Q4 | $488K | Hold |
3,450
| – | – | 0.04% | 312 |
|
|
2022
Q3 | $465K | Hold |
3,450
| – | – | 0.04% | 288 |
|
|
2022
Q2 | $534K | Hold |
3,450
| – | – | 0.05% | 244 |
|
|
2022
Q1 | $596K | Buy |
3,450
+500
| +17% | +$86.4K | 0.05% | 255 |
|
|
2021
Q4 | $692K | Hold |
2,950
| – | – | 0.06% | 259 |
|
|
2021
Q3 | $601K | Sell |
2,950
-200
| -6% | -$40.7K | 0.05% | 274 |
|
|
2021
Q2 | $686K | Buy |
3,150
+350
| +13% | +$76.2K | 0.07% | 235 |
|
|
2021
Q1 | $616K | Sell |
2,800
-100
| -3% | -$22K | 0.07% | 257 |
|
|
2020
Q4 | $523K | Hold |
2,900
| – | – | 0.06% | 253 |
|
|
2020
Q3 | $533K | Sell |
2,900
-600
| -17% | -$110K | 0.08% | 226 |
|
|
2020
Q2 | $453K | Sell |
3,500
-500
| -13% | -$64.7K | 0.07% | 251 |
|
|
2020
Q1 | $343K | Buy |
4,000
+500
| +14% | +$42.9K | 0.07% | 255 |
|
|
2019
Q4 | $516K | Buy |
3,500
+130
| +4% | +$19.2K | 0.08% | 218 |
|
|
2019
Q3 | $533K | Hold |
3,370
| – | – | 0.09% | 209 |
|
|
2019
Q2 | $480K | Sell |
3,370
-380
| -10% | -$54.1K | 0.09% | 217 |
|
|
2019
Q1 | $498K | Sell |
3,750
-1,658
| -31% | -$220K | 0.11% | 193 |
|
|
2018
Q4 | $577K | Hold |
5,408
| – | – | 0.14% | 154 |
|
|
2018
Q3 | $642K | Buy |
5,408
+225
| +4% | +$26.7K | 0.14% | 144 |
|
|
2018
Q2 | $758K | Sell |
5,183
-16
| -0.3% | -$2.34K | 0.17% | 123 |
|
|
2018
Q1 | $796K | Buy |
5,199
+1,766
| +51% | +$270K | 0.18% | 118 |
|
|
2017
Q4 | $579K | Buy |
+3,433
| New | +$579K | 0.13% | 150 |
|