Bogart Wealth LLC’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.8K | Buy |
511
+228
| +81% | +$23.1K | ﹤0.01% | 441 |
|
|
2025
Q1 | $25.5K | Buy |
283
+1
| +0.4% | +$90 | ﹤0.01% | 532 |
|
|
2024
Q4 | $32.3K | Buy |
282
+150
| +114% | +$17.2K | ﹤0.01% | 485 |
|
|
2024
Q3 | $14.1K | Buy |
132
+92
| +230% | +$9.84K | ﹤0.01% | 612 |
|
|
2024
Q2 | $4.11K | Buy |
40
+1
| +3% | +$103 | ﹤0.01% | 825 |
|
|
2024
Q1 | $4.72K | Hold |
39
| – | – | ﹤0.01% | 776 |
|
|
2023
Q4 | $4.72K | Sell |
39
-20
| -34% | -$2.42K | ﹤0.01% | 759 |
|
|
2023
Q3 | $7.92K | Buy |
59
+1
| +2% | +$134 | ﹤0.01% | 640 |
|
|
2023
Q2 | $8.7K | Hold |
58
| – | – | ﹤0.01% | 612 |
|
|
2023
Q1 | $7.63K | Buy |
58
+29
| +100% | +$3.81K | ﹤0.01% | 644 |
|
|
2022
Q4 | $4.1K | Sell |
29
-28
| -49% | -$3.96K | ﹤0.01% | 701 |
|
|
2022
Q3 | $8K | Hold |
57
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $9K | Buy |
+57
| New | +$9K | ﹤0.01% | 565 |
|