Beacon Financial Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $352K | Sell |
|
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $758K | Buy |
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|
2019
Q3 | $611K | Sell |
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|
2019
Q2 | $579K | Hold |
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|
2019
Q1 | $540 | Buy |
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|
2018
Q4 | $423K | Buy |
|