Bartlett & Co Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-165
| Closed | -$17.7K | – | 1155 |
|
|
2024
Q3 | $17.7K | Sell |
165
-130
| -44% | -$13.9K | ﹤0.01% | 834 |
|
|
2024
Q2 | $30.1K | Sell |
295
-1,102
| -79% | -$113K | ﹤0.01% | 753 |
|
|
2024
Q1 | $167K | Sell |
1,397
-323
| -19% | -$38.6K | ﹤0.01% | 477 |
|
|
2023
Q4 | $212K | Sell |
1,720
-30
| -2% | -$3.69K | ﹤0.01% | 465 |
|
|
2023
Q3 | $234K | Sell |
1,750
-250
| -13% | -$33.4K | ﹤0.01% | 430 |
|
|
2023
Q2 | $298K | Buy |
2,000
+1,874
| +1,487% | +$279K | 0.01% | 405 |
|
|
2023
Q1 | $16.6K | Hold |
126
| – | – | ﹤0.01% | 743 |
|
|
2022
Q4 | $17.8K | Hold |
126
| – | – | ﹤0.01% | 737 |
|
|
2022
Q3 | $17K | Hold |
126
| – | – | ﹤0.01% | 729 |
|
|
2022
Q2 | $19.5K | Hold |
126
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $21.8K | Buy |
+126
| New | +$21.8K | ﹤0.01% | 723 |
|
|
2021
Q4 | – | Sell |
-126
| Closed | -$25.7K | – | 889 |
|
|
2021
Q3 | $25.7K | Sell |
126
-8
| -6% | -$1.63K | ﹤0.01% | 608 |
|
|
2021
Q2 | $29.2K | Hold |
134
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $29.5K | Hold |
134
| – | – | ﹤0.01% | 621 |
|
|
2020
Q4 | $24.2K | Buy |
134
+8
| +6% | +$1.44K | ﹤0.01% | 642 |
|
|
2020
Q3 | $23.2K | Hold |
126
| – | – | ﹤0.01% | 600 |
|
|
2020
Q2 | $16.3K | Hold |
126
| – | – | ﹤0.01% | 631 |
|
|
2020
Q1 | $10.8K | Hold |
126
| – | – | ﹤0.01% | 648 |
|
|
2019
Q4 | $18.6K | Hold |
126
| – | – | ﹤0.01% | 663 |
|
|
2019
Q3 | $20K | Buy |
126
+25
| +25% | +$3.96K | ﹤0.01% | 654 |
|
|
2019
Q2 | $14.4K | Hold |
101
| – | – | ﹤0.01% | 559 |
|
|
2019
Q1 | $13.4K | Hold |
101
| – | – | ﹤0.01% | 556 |
|
|
2018
Q4 | $10.8K | Hold |
101
| – | – | ﹤0.01% | 580 |
|
|
2018
Q3 | $12K | Hold |
101
| – | – | ﹤0.01% | 590 |
|
|
2018
Q2 | $14.8K | Hold |
101
| – | – | ﹤0.01% | 563 |
|
|
2018
Q1 | $15.5K | Buy |
+101
| New | +$15.5K | ﹤0.01% | 561 |
|