Barrett & Company’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 |
-125
| Closed | -$14.3K | – | 625 |
|
|
2024
Q4 | $14.3K | Hold |
125
| – | – | 0.01% | 408 |
|
|
2024
Q3 | $13.4K | Hold |
125
| – | – | 0.01% | 406 |
|
|
2024
Q2 | $12.8K | Sell |
125
-125
| -50% | -$12.8K | 0.01% | 413 |
|
|
2024
Q1 | $29.9K | Hold |
250
| – | – | 0.01% | 329 |
|
|
2023
Q4 | $30.4K | Sell |
250
-150
| -38% | -$18.3K | 0.02% | 297 |
|
|
2023
Q3 | $53.5K | Hold |
400
| – | – | 0.03% | 240 |
|
|
2023
Q2 | $59.5K | Buy |
+400
| New | +$59.5K | 0.03% | 233 |
|