Carson Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
10,600
+1,875
| +21% | +$190K | 0.68% | 36 |
|
|
2025
Q1 | $786K | Hold |
8,725
| – | – | 0.53% | 55 |
|
|
2024
Q4 | $999K | Buy |
8,725
+310
| +4% | +$35.5K | 0.69% | 37 |
|
|
2024
Q3 | $900K | Buy |
8,415
+370
| +5% | +$39.6K | 0.57% | 48 |
|
|
2024
Q2 | $822K | Sell |
8,045
-20
| -0.2% | -$2.04K | 0.58% | 48 |
|
|
2024
Q1 | $965K | Buy |
8,065
+815
| +11% | +$97.5K | 0.68% | 40 |
|
|
2023
Q4 | $883K | Sell |
7,250
-685
| -9% | -$83.4K | 0.69% | 39 |
|
|
2023
Q3 | $1.06M | Sell |
7,935
-300
| -4% | -$40.1K | 0.93% | 30 |
|
|
2023
Q2 | $1.23M | Buy |
8,235
+845
| +11% | +$126K | 1.04% | 25 |
|
|
2023
Q1 | $976K | Buy |
7,390
+825
| +13% | +$109K | 0.87% | 31 |
|
|
2022
Q4 | $929K | Sell |
6,565
-170
| -3% | -$24K | 0.89% | 33 |
|
|
2022
Q3 | $908K | Buy |
6,735
+525
| +8% | +$70.8K | 1.01% | 28 |
|
|
2022
Q2 | $962K | Buy |
6,210
+2,625
| +73% | +$407K | 1.07% | 24 |
|
|
2022
Q1 | $619K | Buy |
3,585
+400
| +13% | +$69.1K | 0.62% | 48 |
|
|
2021
Q4 | $747K | Buy |
+3,185
| New | +$747K | 0.76% | 40 |
|