Beacon Financial Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+1,980
| New | +$201K | 0.02% | 333 |
|
|
2025
Q1 | – | Sell |
-3,073
| Closed | -$352K | – | 347 |
|
|
2024
Q4 | $352K | Sell |
3,073
-120
| -4% | -$13.7K | 0.04% | 258 |
|
|
2024
Q3 | $342K | Sell |
3,193
-348
| -10% | -$37.2K | 0.04% | 266 |
|
|
2024
Q2 | $362K | Buy |
3,541
+64
| +2% | +$6.54K | 0.04% | 245 |
|
|
2024
Q1 | $416K | Buy |
+3,477
| New | +$416K | 0.05% | 232 |
|
|
2020
Q1 | – | Sell |
-5,140
| Closed | -$758K | – | 186 |
|
|
2019
Q4 | $758K | Buy |
5,140
+1,208
| +31% | +$178K | 0.1% | 130 |
|
|
2019
Q3 | $611K | Sell |
3,932
-133
| -3% | -$20.7K | 0.1% | 133 |
|
|
2019
Q2 | $579K | Hold |
4,065
| – | – | 0.1% | 137 |
|
|
2019
Q1 | $540 | Buy |
4,065
+119
| +3% | +$16 | 0.09% | 132 |
|
|
2018
Q4 | $423K | Buy |
+3,946
| New | +$423K | 0.08% | 137 |
|