Carson Wealth (CWM LLC)’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
4,307
-2,229
| -34% | -$226K | ﹤0.01% | 1648 |
|
|
2025
Q1 | $589K | Sell |
6,536
-4,205
| -39% | -$379K | ﹤0.01% | 1388 |
|
|
2024
Q4 | $1.23M | Buy |
10,741
+4,136
| +63% | +$474K | 0.01% | 973 |
|
|
2024
Q3 | $707K | Buy |
6,605
+1,661
| +34% | +$178K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $505K | Buy |
4,944
+2,092
| +73% | +$214K | ﹤0.01% | 1195 |
|
|
2024
Q1 | $341K | Buy |
2,852
+1,631
| +134% | +$195K | ﹤0.01% | 1278 |
|
|
2023
Q4 | $149K | Buy |
1,221
+645
| +112% | +$78.7K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $77K | Buy |
576
+123
| +27% | +$16.4K | ﹤0.01% | 1800 |
|
|
2023
Q2 | $67K | Sell |
453
-4
| -0.9% | -$592 | ﹤0.01% | 1796 |
|
|
2023
Q1 | $60K | Sell |
457
-145
| -24% | -$19K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $85K | Sell |
602
-904
| -60% | -$128K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $203K | Buy |
1,506
+268
| +22% | +$36.1K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $192K | Buy |
1,238
+411
| +50% | +$63.7K | ﹤0.01% | 1058 |
|
|
2022
Q1 | $143K | Buy |
827
+387
| +88% | +$66.9K | ﹤0.01% | 1185 |
|
|
2021
Q4 | $103K | Buy |
+440
| New | +$103K | ﹤0.01% | 1280 |
|
|
2021
Q2 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2021
Q1 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2020
Q4 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2020
Q3 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2020
Q2 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2020
Q1 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2019
Q4 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2019
Q3 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2019
Q2 | $189K | Hold |
866
| – | – | ﹤0.01% | 921 |
|
|
2019
Q1 | $189K | Buy |
866
+833
| +2,524% | +$182K | ﹤0.01% | 921 |
|
|
2018
Q4 | $4K | Buy |
33
+4
| +14% | +$485 | ﹤0.01% | 1612 |
|
|
2018
Q3 | $3K | Buy |
29
+24
| +480% | +$2.48K | ﹤0.01% | 1478 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1613 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1406 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1426 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1150 |
|
|
2017
Q1 | $1K | Sell |
5
-13
| -72% | -$2.6K | ﹤0.01% | 1117 |
|
|
2016
Q4 | $3K | Buy |
18
+13
| +260% | +$2.17K | ﹤0.01% | 942 |
|
|
2016
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 961 |
|
|
2014
Q1 | – | Sell |
-55
| Closed | -$9K | – | 449 |
|
|
2013
Q4 | $9K | Hold |
55
| – | – | ﹤0.01% | 425 |
|
|
2013
Q3 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 341 |
|