BC
Burney Company’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
5,730
-302
| -5% | -$30.6K | 0.02% | 384 |
|
|
2025
Q1 | $544K | Sell |
6,032
-1,296
| -18% | -$117K | 0.02% | 407 |
|
|
2024
Q4 | $839K | Sell |
7,328
-795
| -10% | -$91K | 0.03% | 335 |
|
|
2024
Q3 | $869K | Sell |
8,123
-355
| -4% | -$38K | 0.03% | 340 |
|
|
2024
Q2 | $866K | Sell |
8,478
-1,216
| -13% | -$124K | 0.03% | 334 |
|
|
2024
Q1 | $1.16M | Sell |
9,694
-740
| -7% | -$88.5K | 0.04% | 306 |
|
|
2023
Q4 | $1.27M | Sell |
10,434
-323
| -3% | -$39.3K | 0.05% | 297 |
|
|
2023
Q3 | $1.44M | Sell |
10,757
-375
| -3% | -$50.1K | 0.07% | 264 |
|
|
2023
Q2 | $1.66M | Sell |
11,132
-861
| -7% | -$128K | 0.08% | 255 |
|
|
2023
Q1 | $1.58M | Sell |
11,993
-101
| -0.8% | -$13.3K | 0.08% | 250 |
|
|
2022
Q4 | $1.71M | Sell |
12,094
-7,030
| -37% | -$994K | 0.09% | 222 |
|
|
2022
Q3 | $2.58M | Sell |
19,124
-2,168
| -10% | -$292K | 0.14% | 170 |
|
|
2022
Q2 | $3.3M | Sell |
21,292
-2,723
| -11% | -$422K | 0.17% | 151 |
|
|
2022
Q1 | $4.15M | Sell |
24,015
-1,076
| -4% | -$186K | 0.19% | 142 |
|
|
2021
Q4 | $5.89M | Sell |
25,091
-708
| -3% | -$166K | 0.25% | 119 |
|
|
2021
Q3 | $5.26M | Buy |
25,799
+9,745
| +61% | +$1.99M | 0.25% | 118 |
|
|
2021
Q2 | $3.5M | Sell |
16,054
-86
| -0.5% | -$18.7K | 0.16% | 164 |
|
|
2021
Q1 | $3.56M | Buy |
16,140
+1,552
| +11% | +$342K | 0.18% | 155 |
|
|
2020
Q4 | $2.63M | Sell |
14,588
-379
| -3% | -$68.4K | 0.14% | 179 |
|
|
2020
Q3 | $2.75M | Sell |
14,967
-481
| -3% | -$88.4K | 0.17% | 168 |
|
|
2020
Q2 | $2M | Buy |
15,448
+8
| +0.1% | +$1.04K | 0.13% | 192 |
|
|
2020
Q1 | $1.33M | Sell |
15,440
-125
| -0.8% | -$10.7K | 0.1% | 204 |
|
|
2019
Q4 | $2.3M | Sell |
15,565
-242
| -2% | -$35.7K | 0.13% | 188 |
|
|
2019
Q3 | $2.5M | Sell |
15,807
-1,428
| -8% | -$226K | 0.15% | 170 |
|
|
2019
Q2 | $2.45M | Sell |
17,235
-1,334
| -7% | -$190K | 0.15% | 180 |
|
|
2019
Q1 | $2.47M | Sell |
18,569
-3,701
| -17% | -$492K | 0.15% | 170 |
|
|
2018
Q4 | $2.38M | Sell |
22,270
-14,748
| -40% | -$1.58M | 0.17% | 160 |
|
|
2018
Q3 | $4.4M | Sell |
37,018
-36,412
| -50% | -$4.32M | 0.26% | 118 |
|
|
2018
Q2 | $10.7M | Sell |
73,430
-443
| -0.6% | -$64.8K | 0.63% | 40 |
|
|
2018
Q1 | $11.3M | Sell |
73,873
-20,324
| -22% | -$3.11M | 0.7% | 40 |
|
|
2017
Q4 | $15.9M | Buy |
94,197
+1,744
| +2% | +$294K | 0.9% | 23 |
|
|
2017
Q3 | $17M | Sell |
92,453
-2,674
| -3% | -$491K | 1.1% | 15 |
|
|
2017
Q2 | $17.9M | Sell |
95,127
-6,564
| -6% | -$1.23M | 1.17% | 15 |
|
|
2017
Q1 | $17.4M | Sell |
101,691
-5,407
| -5% | -$926K | 1.15% | 16 |
|
|
2016
Q4 | $19.5M | Sell |
107,098
-2,510
| -2% | -$456K | 1.32% | 11 |
|
|
2016
Q3 | $17.8M | Buy |
109,608
+3,621
| +3% | +$588K | 1.26% | 15 |
|
|
2016
Q2 | $17.7M | Buy |
105,987
+20,155
| +23% | +$3.36M | 1.27% | 17 |
|
|
2016
Q1 | $15.5M | Buy |
85,832
+7,959
| +10% | +$1.44M | 1.13% | 19 |
|
|
2015
Q4 | $11.6M | Buy |
77,873
+528
| +0.7% | +$78.7K | 0.86% | 36 |
|
|
2015
Q3 | $11.4M | Sell |
77,345
-177
| -0.2% | -$26.1K | 0.88% | 35 |
|
|
2015
Q2 | $13.4M | Buy |
77,522
+1,048
| +1% | +$181K | 0.91% | 31 |
|
|
2015
Q1 | $15.5M | Buy |
76,474
+15,300
| +25% | +$3.09M | 1.06% | 23 |
|
|
2014
Q4 | $11.9M | Buy |
61,174
+2,474
| +4% | +$479K | 0.94% | 32 |
|
|
2014
Q3 | $8.55M | Buy |
58,700
+2,188
| +4% | +$319K | 0.73% | 45 |
|
|
2014
Q2 | $7.87M | Buy |
56,512
+6,466
| +13% | +$900K | 0.68% | 50 |
|
|
2014
Q1 | $7.48M | Buy |
50,046
+7,565
| +18% | +$1.13M | 0.68% | 49 |
|
|
2013
Q4 | $6.66M | Buy |
42,481
+4,453
| +12% | +$699K | 0.65% | 51 |
|
|
2013
Q3 | $5.57M | Sell |
38,028
-1,128
| -3% | -$165K | 0.62% | 55 |
|
|
2013
Q2 | $4.48M | Buy |
+39,156
| New | +$4.48M | 0.56% | 60 |
|