Bailard’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
+10,691
| New | +$1.08M | 0.03% | 314 |
|
|
2022
Q3 | – | Sell |
-6,731
| Closed | -$1.04M | – | 769 |
|
|
2022
Q2 | $1.04M | Buy |
6,731
+5,009
| +291% | +$775K | 0.04% | 242 |
|
|
2022
Q1 | $298K | Sell |
1,722
-692
| -29% | -$120K | 0.01% | 534 |
|
|
2021
Q4 | $566K | Sell |
2,414
-194
| -7% | -$45.5K | 0.02% | 381 |
|
|
2021
Q3 | $532K | Buy |
+2,608
| New | +$532K | 0.02% | 397 |
|
|
2014
Q3 | – | Sell |
-13,417
| Closed | -$1.87M | – | 272 |
|
|
2014
Q2 | $1.87M | Buy |
13,417
+232
| +2% | +$32.3K | 0.29% | 61 |
|
|
2014
Q1 | $1.97M | Sell |
13,185
-43
| -0.3% | -$6.43K | 0.31% | 56 |
|
|
2013
Q4 | $2.07M | Buy |
13,228
+592
| +5% | +$92.7K | 0.33% | 41 |
|
|
2013
Q3 | $1.85M | Buy |
+12,636
| New | +$1.85M | 0.35% | 42 |
|