Caprock Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $224K | Sell |
2,489
-2,282
| -48% | -$206K | 0.01% | 972 |
|
|
2024
Q4 | $546K | Sell |
4,771
-53
| -1% | -$6.07K | 0.02% | 592 |
|
|
2024
Q3 | $516K | Sell |
4,824
-283
| -6% | -$30.3K | 0.02% | 560 |
|
|
2024
Q2 | $522K | Buy |
+5,107
| New | +$522K | 0.02% | 527 |
|
|
2022
Q1 | – | Sell |
-1,096
| Closed | -$257K | – | 655 |
|
|
2021
Q4 | $257K | Buy |
+1,096
| New | +$257K | 0.02% | 481 |
|
|
2019
Q2 | – | Sell |
-2,360
| Closed | -$314K | – | 401 |
|
|
2019
Q1 | $314K | Buy |
+2,360
| New | +$314K | 0.06% | 254 |
|