B. Riley 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 | $255K | Buy |
+2,517
| New | +$255K | 0.01% | 760 |
|
|
2024
Q4 | $433K | Sell |
3,785
-43
| -1% | -$4.92K | 0.01% | 745 |
|
|
2024
Q3 | $406K | Sell |
3,828
-98
| -2% | -$10.4K | 0.01% | 826 |
|
|
2024
Q2 | $401K | Buy |
3,926
+1,793
| +84% | +$183K | 0.01% | 908 |
|
|
2024
Q1 | $285K | Sell |
2,133
-780
| -27% | -$104K | 0.01% | 1058 |
|
|
2023
Q4 | $355K | Buy |
2,913
+780
| +37% | +$95K | 0.01% | 976 |
|
|
2023
Q3 | $285K | Sell |
2,133
-91
| -4% | -$12.2K | 0.01% | 1058 |
|
|
2023
Q2 | $331K | Sell |
2,224
-155
| -7% | -$23.1K | 0.01% | 1066 |
|
|
2023
Q1 | $314K | Sell |
2,379
-340
| -13% | -$44.9K | 0.01% | 1043 |
|
|
2022
Q4 | $385K | Sell |
2,719
-561
| -17% | -$79.4K | 0.01% | 907 |
|
|
2022
Q3 | $443K | Buy |
+3,280
| New | +$443K | 0.01% | 812 |
|
|
2022
Q2 | – | Sell |
-5,504
| Closed | -$951K | – | 1399 |
|
|
2022
Q1 | $951K | Buy |
5,504
+1,032
| +23% | +$178K | 0.03% | 510 |
|
|
2021
Q4 | $1.05M | Buy |
+4,472
| New | +$1.05M | 0.03% | 516 |
|
|
2021
Q3 | – | Sell |
-1,970
| Closed | -$430K | – | 1477 |
|
|
2021
Q2 | $430K | Buy |
+1,970
| New | +$430K | 0.01% | 843 |
|
|
2020
Q4 | – | Sell |
-1,318
| Closed | -$243K | – | 1096 |
|
|
2020
Q3 | $243K | Sell |
1,318
-574
| -30% | -$106K | 0.01% | 781 |
|
|
2020
Q2 | $246K | Buy |
+1,892
| New | +$246K | 0.02% | 694 |
|
|
2015
Q1 | – | Sell |
-6
| Closed | -$1 | – | 1973 |
|
|
2014
Q4 | $1 | Buy |
+6
| New | +$1 | ﹤0.01% | 3584 |
|
|
2014
Q3 | – | Sell |
-309
| Closed | -$43K | – | 1885 |
|
|
2014
Q2 | $43K | Buy |
+309
| New | +$43K | 0.01% | 1101 |
|