Belpointe Asset Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,977
| Closed | -$449K | – | 1033 |
|
|
2025
Q1 | $449K | Sell |
4,977
-7,259
| -59% | -$654K | 0.02% | 599 |
|
|
2024
Q4 | $1.23M | Buy |
12,236
+473
| +4% | +$47.4K | 0.07% | 261 |
|
|
2024
Q3 | $1.26M | Sell |
11,763
-884
| -7% | -$94.6K | 0.08% | 259 |
|
|
2024
Q2 | $1.29M | Buy |
12,647
+5,024
| +66% | +$513K | 0.09% | 211 |
|
|
2024
Q1 | $912K | Buy |
7,623
+5,058
| +197% | +$605K | 0.07% | 294 |
|
|
2023
Q4 | $312K | Sell |
2,565
-998
| -28% | -$122K | 0.03% | 508 |
|
|
2023
Q3 | $476K | Buy |
3,563
+908
| +34% | +$121K | 0.05% | 348 |
|
|
2023
Q2 | $395K | Sell |
2,655
-577
| -18% | -$85.9K | 0.04% | 363 |
|
|
2023
Q1 | $427K | Sell |
3,232
-265
| -8% | -$35K | 0.02% | 615 |
|
|
2022
Q4 | $495K | Sell |
3,497
-325
| -9% | -$46K | 0.03% | 546 |
|
|
2022
Q3 | $515K | Buy |
3,822
+211
| +6% | +$28.4K | 0.03% | 494 |
|
|
2022
Q2 | $559K | Buy |
+3,611
| New | +$559K | 0.04% | 443 |
|