Capital Advisors Inc’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
+3,792
| New | +$385K | 0.01% | 228 |
|
|
2024
Q1 | – | Sell |
-52,334
| Closed | -$6.37M | – | 323 |
|
|
2023
Q4 | $6.37M | Buy |
+52,334
| New | +$6.37M | 0.14% | 98 |
|
|
2020
Q4 | – | Sell |
-105,769
| Closed | -$19.5M | – | 222 |
|
|
2020
Q3 | $19.5M | Buy |
105,769
+212
| +0.2% | +$39K | 0.79% | 49 |
|
|
2020
Q2 | $18.1M | Buy |
+105,557
| New | +$18.1M | 0.75% | 53 |
|
|
2019
Q2 | – | Sell |
-20,850
| Closed | -$2.77M | – | 184 |
|
|
2019
Q1 | $2.77M | Sell |
20,850
-74,899
| -78% | -$9.95M | 0.3% | 59 |
|
|
2018
Q4 | $10.2M | Buy |
+95,749
| New | +$10.2M | 0.66% | 47 |
|