Birmingham Capital 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 | $489K | Hold |
4,825
| – | – | 0.22% | 73 |
|
|
2025
Q1 | $435K | Sell |
4,825
-940
| -16% | -$84.7K | 0.16% | 84 |
|
|
2024
Q4 | $660K | Sell |
5,765
-362
| -6% | -$41.4K | 0.24% | 71 |
|
|
2024
Q3 | $656K | Sell |
6,127
-540
| -8% | -$57.8K | 0.24% | 65 |
|
|
2024
Q2 | $681K | Sell |
6,667
-385
| -5% | -$39.3K | 0.27% | 63 |
|
|
2024
Q1 | $844K | Sell |
7,052
-230
| -3% | -$27.5K | 0.31% | 63 |
|
|
2023
Q4 | $887K | Hold |
7,282
| – | – | 0.35% | 56 |
|
|
2023
Q3 | $974K | Sell |
7,282
-100
| -1% | -$13.4K | 0.4% | 51 |
|
|
2023
Q2 | $1.1M | Sell |
7,382
-543
| -7% | -$80.8K | 0.46% | 51 |
|
|
2023
Q1 | $1.05M | Sell |
7,925
-188
| -2% | -$24.8K | 0.42% | 52 |
|
|
2022
Q4 | $1.15M | Buy |
8,113
+300
| +4% | +$42.4K | 0.44% | 51 |
|
|
2022
Q3 | $1.05M | Hold |
7,813
| – | – | 0.47% | 51 |
|
|
2022
Q2 | $1.21M | Buy |
7,813
+100
| +1% | +$15.5K | 0.48% | 49 |
|
|
2022
Q1 | $1.33M | Sell |
7,713
-150
| -2% | -$25.9K | 0.46% | 51 |
|
|
2021
Q4 | $1.85M | Sell |
7,863
-100
| -1% | -$23.5K | 0.67% | 46 |
|
|
2021
Q3 | $1.62M | Hold |
7,963
| – | – | 0.62% | 49 |
|
|
2021
Q2 | $1.74M | Sell |
7,963
-750
| -9% | -$164K | 0.64% | 49 |
|
|
2021
Q1 | $1.92M | Hold |
8,713
| – | – | 0.72% | 46 |
|
|
2020
Q4 | $1.57M | Sell |
8,713
-1,900
| -18% | -$343K | 0.65% | 48 |
|
|
2020
Q3 | $1.95M | Sell |
10,613
-445
| -4% | -$81.8K | 0.89% | 39 |
|
|
2020
Q2 | $1.43M | Buy |
11,058
+550
| +5% | +$71.2K | 0.7% | 43 |
|
|
2020
Q1 | $902K | Buy |
10,508
+1,588
| +18% | +$136K | 0.5% | 52 |
|
|
2019
Q4 | $1.32M | Sell |
8,920
-575
| -6% | -$84.8K | 0.59% | 49 |
|
|
2019
Q3 | $1.5M | Sell |
9,495
-412
| -4% | -$65.3K | 0.69% | 45 |
|
|
2019
Q2 | $1.41M | Sell |
9,907
-100
| -1% | -$14.2K | 0.64% | 49 |
|
|
2019
Q1 | $1.33M | Hold |
10,007
| – | – | 0.6% | 48 |
|
|
2018
Q4 | $1.07M | Buy |
10,007
+100
| +1% | +$10.7K | 0.52% | 48 |
|
|
2018
Q3 | $1.18M | Buy |
9,907
+220
| +2% | +$26.1K | 0.49% | 52 |
|
|
2018
Q2 | $1.42M | Buy |
9,687
+100
| +1% | +$14.6K | 0.61% | 47 |
|
|
2018
Q1 | $1.47M | Hold |
9,587
| – | – | 0.61% | 47 |
|
|
2017
Q4 | $1.62M | Buy |
9,587
+235
| +3% | +$39.6K | 0.62% | 47 |
|
|
2017
Q3 | $1.73M | Sell |
9,352
-25
| -0.3% | -$4.61K | 0.69% | 47 |
|
|
2017
Q2 | $1.8M | Buy |
9,377
+967
| +11% | +$185K | 0.72% | 46 |
|
|
2017
Q1 | $1.44M | Buy |
8,410
+790
| +10% | +$135K | 0.58% | 49 |
|
|
2016
Q4 | $1.39M | Buy |
7,620
+650
| +9% | +$118K | 0.58% | 48 |
|
|
2016
Q3 | $1.16M | Sell |
6,970
-200
| -3% | -$33.3K | 0.51% | 50 |
|
|
2016
Q2 | $1.2M | Hold |
7,170
| – | – | 0.52% | 50 |
|
|
2016
Q1 | $1.29M | Buy |
7,170
+180
| +3% | +$32.5K | 0.53% | 49 |
|
|
2015
Q4 | $1.03M | Hold |
6,990
| – | – | 0.42% | 57 |
|
|
2015
Q3 | $1.03M | Hold |
6,990
| – | – | 0.45% | 58 |
|
|
2015
Q2 | $1.21M | Hold |
6,990
| – | – | 0.47% | 58 |
|
|
2015
Q1 | $1.41M | Hold |
6,990
| – | – | 0.54% | 57 |
|
|
2014
Q4 | $1.35M | Sell |
6,990
-100
| -1% | -$19.4K | 0.52% | 57 |
|
|
2014
Q3 | $1.03M | Sell |
7,090
-665
| -9% | -$96.9K | 0.39% | 62 |
|
|
2014
Q2 | $1.08M | Sell |
7,755
-75
| -1% | -$10.4K | 0.39% | 62 |
|
|
2014
Q1 | $1.17M | Sell |
7,830
-150
| -2% | -$22.4K | 0.44% | 59 |
|
|
2013
Q4 | $1.25M | Sell |
7,980
-1,150
| -13% | -$180K | 0.47% | 59 |
|
|
2013
Q3 | $1.34M | Sell |
9,130
-11,175
| -55% | -$1.64M | 0.53% | 59 |
|
|
2013
Q2 | $2.32M | Buy |
+20,305
| New | +$2.32M | 0.96% | 39 |
|