BerganKDV Wealth Management’s Whirlpool WHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$227K	Hold	1,524	–	–	0.02%	220
2023 Q1	$201K	Hold	1,524	–	–	0.02%	234
2022 Q4	$216K	Hold	1,524	–	–	0.02%	226
2022 Q3	$205K	Hold	1,524	–	–	0.02%	223
2022 Q2	$236K	Hold	1,524	–	–	0.03%	232
2022 Q1	$263K	Hold	1,524	–	–	0.03%	227
2021 Q4	$358K	Hold	1,524	–	–	0.04%	218
2021 Q3	$311K	Hold	1,524	–	–	0.04%	218
2021 Q2	$332K	Hold	1,524	–	–	0.04%	210
2021 Q1	$336K	Hold	1,524	–	–	0.04%	199
2020 Q4	$275K	Hold	1,524	–	–	0.04%	197
2020 Q3	$280K	Hold	1,524	–	–	0.04%	191
2020 Q2	$197K	Sell	1,524 -500	-25%	-$64.6K	0.03%	219
2020 Q1	$174K	Hold	2,024	–	–	0.04%	216
2019 Q4	$299K	Hold	2,024	–	–	0.05%	192
2019 Q3	$321K	Hold	2,024	–	–	0.06%	167
2019 Q2	$288K	Hold	2,024	–	–	0.06%	176
2019 Q1	$269K	Hold	2,024	–	–	0.06%	172
2018 Q4	$216K	Sell	2,024 -200	-9%	-$21.3K	0.05%	176
2018 Q3	$264K	Sell	2,224 -100	-4%	-$11.9K	0.06%	173
2018 Q2	$340K	Sell	2,324 -1,939	-45%	-$284K	0.08%	141
2018 Q1	$653K	Hold	4,263	–	–	0.18%	105
2017 Q4	$719K	Hold	4,263	–	–	0.17%	109
2017 Q3	$786K	Hold	4,263	–	–	0.2%	101
2017 Q2	$817K	Hold	4,263	–	–	0.23%	84
2017 Q1	$730K	Sell	4,263 -50	-1%	-$8.56K	0.22%	94
2016 Q4	$784K	Hold	4,313	–	–	0.26%	76
2016 Q3	$699K	Hold	4,313	–	–	0.24%	77
2016 Q2	$719K	Hold	4,313	–	–	0.31%	69
2016 Q1	$778K	Buy	+4,313	New	+$778K	0.47%	64