Brave Asset Management’s Whirlpool WHR Stock Holding History

Brave Asset Management’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,750	Closed	-$200K	–	174
2024 Q4	$200K	Buy	+1,750	New	+$193K	0.06%	136
2024 Q2	–	Sell	-1,750	Closed	-$209K	–	170
2024 Q1	$209K	Hold	1,750	–	–	0.05%	129
2023 Q4	$213K	Hold	1,750	–	–	0.06%	124
2023 Q3	$234K	Hold	1,750	–	–	0.07%	106
2023 Q2	$260K	Hold	1,750	–	–	0.08%	104
2023 Q1	$231K	Hold	1,750	–	–	0.07%	110
2022 Q4	$248K	Hold	1,750	–	–	0.08%	110
2022 Q3	$236K	Hold	1,750	–	–	0.12%	101
2022 Q2	$271K	Hold	1,750	–	–	0.12%	101
2022 Q1	$302K	Hold	1,750	–	–	0.1%	101
2021 Q4	$411K	Hold	1,750	–	–	0.11%	83
2021 Q3	$357K	Hold	1,750	–	–	0.1%	92
2021 Q2	$382K	Hold	1,750	–	–	0.11%	91
2021 Q1	$386K	Sell	1,750 -300	-15%	-$59.5K	0.13%	81
2020 Q4	$370K	Hold	2,050	–	–	0.14%	79
2020 Q3	$377K	Hold	2,050	–	–	0.18%	66
2020 Q2	$266K	Buy	+2,050	New	+$235K	0.14%	77
2020 Q1	–	Sell	-2,050	Closed	-$302K	–	160
2019 Q4	$302K	Hold	2,050	–	–	0.16%	97
2019 Q3	$325K	Hold	2,050	–	–	0.19%	87
2019 Q2	$292K	Hold	2,050	–	–	0.16%	94
2019 Q1	$272K	Hold	2,050	–	–	0.15%	103
2018 Q4	$219K	Buy	2,050 +200	+11%	+$22.7K	0.15%	111
2018 Q3	$220K	Buy	1,850 +415	+29%	+$55K	0.11%	115
2018 Q2	$210K	Hold	1,435	–	–	0.12%	116
2018 Q1	$220K	Buy	+1,435	New	+$240K	0.13%	122

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brave Asset Management's WHR Position: Q1 2025 in Review

Brave Asset Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 1,750 shares — an estimated $200K sold.

Brave Asset Management first reported a position in WHR in Q1 2018 and held it in 25 quarters. The position peaked at $411K in Q4 2021. 533 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

Brave Asset Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
Brave Asset Management sold 1,750 Whirlpool shares in Q1 2025, an estimated $200K.
Brave Asset Management first reported a position in Whirlpool in Q1 2018 and held it in 25 quarters.
Brave Asset Management's Whirlpool position peaked at $411K in Q4 2021.
533 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Brave Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.