CAPTRUST Financial Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
2,202
-655
| -23% | -$66.4K | ﹤0.01% | 2224 |
|
|
2025
Q1 | $258K | Sell |
2,857
-1,383
| -33% | -$125K | ﹤0.01% | 2023 |
|
|
2024
Q4 | $485K | Buy |
4,240
+704
| +20% | +$80.6K | ﹤0.01% | 1622 |
|
|
2024
Q3 | $378K | Buy |
3,536
+532
| +18% | +$56.9K | ﹤0.01% | 1749 |
|
|
2024
Q2 | $307K | Buy |
3,004
+969
| +48% | +$99K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $243K | Sell |
2,035
-2,659
| -57% | -$318K | ﹤0.01% | 1898 |
|
|
2023
Q4 | $572K | Sell |
4,694
-1,259
| -21% | -$153K | ﹤0.01% | 1652 |
|
|
2023
Q3 | $796K | Sell |
5,953
-410
| -6% | -$54.8K | ﹤0.01% | 1338 |
|
|
2023
Q2 | $947K | Buy |
6,363
+180
| +3% | +$26.8K | ﹤0.01% | 1243 |
|
|
2023
Q1 | $816K | Sell |
6,183
-163
| -3% | -$21.5K | ﹤0.01% | 1137 |
|
|
2022
Q4 | $898K | Buy |
6,346
+1,590
| +33% | +$225K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $641K | Sell |
4,756
-523
| -10% | -$70.5K | ﹤0.01% | 1129 |
|
|
2022
Q2 | $818K | Sell |
5,279
-887
| -14% | -$137K | 0.01% | 936 |
|
|
2022
Q1 | $1.07M | Sell |
6,166
-432
| -7% | -$74.6K | 0.01% | 830 |
|
|
2021
Q4 | $1.55M | Buy |
6,598
+1,920
| +41% | +$450K | 0.01% | 638 |
|
|
2021
Q3 | $954K | Buy |
4,678
+924
| +25% | +$188K | 0.01% | 780 |
|
|
2021
Q2 | $818K | Buy |
3,754
+1,395
| +59% | +$304K | 0.01% | 801 |
|
|
2021
Q1 | $520K | Buy |
2,359
+1,546
| +190% | +$341K | 0.01% | 937 |
|
|
2020
Q4 | $147K | Buy |
813
+248
| +44% | +$44.8K | ﹤0.01% | 1330 |
|
|
2020
Q3 | $104K | Buy |
565
+27
| +5% | +$4.97K | ﹤0.01% | 1327 |
|
|
2020
Q2 | $68K | Buy |
+538
| New | +$68K | ﹤0.01% | 1502 |
|
|
2019
Q4 | – | Sell |
-293
| Closed | -$46K | – | 1814 |
|
|
2019
Q3 | $46K | Sell |
293
-8
| -3% | -$1.26K | ﹤0.01% | 1026 |
|
|
2019
Q2 | $43K | Sell |
301
-9
| -3% | -$1.29K | ﹤0.01% | 1026 |
|
|
2019
Q1 | $41K | Buy |
310
+190
| +158% | +$25.1K | ﹤0.01% | 970 |
|
|
2018
Q4 | $13K | Buy |
120
+20
| +20% | +$2.17K | ﹤0.01% | 1164 |
|
|
2018
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 1185 |
|
|
2018
Q2 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 1053 |
|