CAPTRUST Financial Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $796K | Sell |
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|
2023
Q2 | $947K | Buy |
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|
2023
Q1 | $816K | Sell |
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|
2022
Q4 | $898K | Buy |
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|
2022
Q3 | $641K | Sell |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $954K | Buy |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $520K | Buy |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $104K | Buy |
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|
2020
Q2 | $68K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $46K | Sell |
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|
2019
Q2 | $43K | Sell |
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|
2019
Q1 | $41K | Buy |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $15K | Buy |
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