BIAS
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Beacon Investment Advisory Services’s Whirlpool WHR Stock Holding History

Beacon Investment Advisory Services’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237 Hold
6
– – ﹤0.01% 795
2026
Q1 		$324 Buy
+6
New +$440 ﹤0.01% 766
2024
Q2 		– Sell
-3,529
Closed -$422K – 275
2024
Q1 		$422K Sell
3,529
-394
-10% -$43.9K 0.02% 190
2023
Q4 		$478K Sell
3,923
-339
-8% -$39.5K 0.02% 184
2023
Q3 		$570K Sell
4,262
-50
-1% -$7.06K 0.03% 183
2023
Q2 		$642K Buy
4,312
+672
+18% +$92.3K 0.03% 177
2023
Q1 		$481K Buy
3,640
+351
+11% +$50K 0.02% 191
2022
Q4 		$465K Sell
3,289
-843
-20% -$120K 0.02% 193
2022
Q3 		$557K Buy
4,132
+1,209
+41% +$192K 0.03% 178
2022
Q2 		$453K Buy
2,923
+431
+17% +$74.9K 0.02% 201
2022
Q1 		$431K Buy
2,492
+815
+49% +$165K 0.02% 223
2021
Q4 		$394K Buy
1,677
+49
+3% +$10.8K 0.02% 236
2021
Q3 		$332K Sell
1,628
-41
-2% -$8.99K 0.01% 246
2021
Q2 		$364K Sell
1,669
-47
-3% -$10.9K 0.01% 247
2021
Q1 		$378K Sell
1,716
-58
-3% -$11.5K 0.02% 227
2020
Q4 		$320K Sell
1,774
-284
-14% -$54.4K 0.01% 224
2020
Q3 		$378K Buy
2,058
+173
+9% +$28.7K 0.02% 187
2020
Q2 		$244K Buy
+1,885
New +$216K 0.01% 218

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KL
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PCWA
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IRC
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BAM
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BTC
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GI
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CFSG
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KSB
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MIM
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