BerganKDV Wealth Management’s Whirlpool WHR Stock Holding History

BerganKDV Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$227K	Hold
2023 Q1	$201K	Hold
2022 Q4	$216K	Hold
2022 Q3	$205K	Hold
2022 Q2	$236K	Hold
2022 Q1	$263K	Hold
2021 Q4	$358K	Hold
2021 Q3	$311K	Hold
2021 Q2	$332K	Hold
2021 Q1	$336K	Hold
2020 Q4	$275K	Hold
2020 Q3	$280K	Hold
2020 Q2	$197K	Sell
2020 Q1	$174K	Hold
2019 Q4	$299K	Hold
2019 Q3	$321K	Hold
2019 Q2	$288K	Hold
2019 Q1	$269K	Hold
2018 Q4	$216K	Sell
2018 Q3	$264K	Sell
2018 Q2	$340K	Sell
2018 Q1	$653K	Hold
2017 Q4	$719K	Hold
2017 Q3	$786K	Hold
2017 Q2	$817K	Hold
2017 Q1	$730K	Sell
2016 Q4	$784K	Hold
2016 Q3	$699K	Hold
2016 Q2	$719K	Hold
2016 Q1	$778K	Buy