Bedell Frazier Investment Counselling’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-68,678
| Closed | -$8.16M | – | 57 |
|
|
2018
Q3 | $8.16M | Sell |
68,678
-2,865
| -4% | -$340K | 2.26% | 21 |
|
|
2018
Q2 | $10.5M | Buy |
71,543
+2,360
| +3% | +$345K | 3.07% | 8 |
|
|
2018
Q1 | $10.6M | Buy |
69,183
+7,000
| +11% | +$1.07M | 3.74% | 6 |
|
|
2017
Q4 | $10.5M | Sell |
62,183
-3,015
| -5% | -$508K | 3.9% | 4 |
|
|
2017
Q3 | $12M | Buy |
65,198
+17,015
| +35% | +$3.14M | 5.54% | 3 |
|
|
2017
Q2 | $9.23M | Buy |
48,183
+20,511
| +74% | +$3.93M | 3.37% | 8 |
|
|
2017
Q1 | $4.74M | Buy |
27,672
+325
| +1% | +$55.7K | 1.8% | 29 |
|
|
2016
Q4 | $4.97M | Buy |
+27,347
| New | +$4.97M | 1.95% | 25 |
|