Cerity Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
23,304
-4,342
| -16% | -$440K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $2.49M | Sell |
27,646
-9,103
| -25% | -$820K | 0.01% | 1010 |
|
|
2024
Q4 | $4.11M | Buy |
36,749
+340
| +0.9% | +$38K | 0.01% | 791 |
|
|
2024
Q3 | $3.9M | Buy |
36,409
+7,622
| +26% | +$816K | 0.01% | 813 |
|
|
2024
Q2 | $2.94M | Buy |
28,787
+441
| +2% | +$45.1K | 0.01% | 766 |
|
|
2024
Q1 | $3.39M | Buy |
28,346
+4,430
| +19% | +$530K | 0.01% | 780 |
|
|
2023
Q4 | $2.91M | Buy |
23,916
+443
| +2% | +$53.9K | 0.01% | 659 |
|
|
2023
Q3 | $3.14M | Sell |
23,473
-2,120
| -8% | -$283K | 0.02% | 494 |
|
|
2023
Q2 | $3.81M | Buy |
25,593
+14,117
| +123% | +$2.1M | 0.01% | 564 |
|
|
2023
Q1 | $2.06M | Sell |
11,476
-5
| -0% | -$896 | ﹤0.01% | 716 |
|
|
2022
Q4 | $1.62M | Sell |
11,481
-982
| -8% | -$139K | 0.01% | 566 |
|
|
2022
Q3 | $1.68M | Sell |
12,463
-123
| -1% | -$16.6K | 0.02% | 408 |
|
|
2022
Q2 | $1.95M | Buy |
12,586
+6,559
| +109% | +$1.02M | 0.02% | 410 |
|
|
2022
Q1 | $1.04M | Sell |
6,027
-1,365
| -18% | -$236K | 0.02% | 440 |
|
|
2021
Q4 | $1.73M | Buy |
7,392
+2,902
| +65% | +$681K | 0.03% | 344 |
|
|
2021
Q3 | $915K | Buy |
4,490
+2
| +0% | +$408 | 0.02% | 374 |
|
|
2021
Q2 | $978K | Sell |
4,488
-1
| -0% | -$218 | 0.02% | 370 |
|
|
2021
Q1 | $989K | Buy |
4,489
+1
| +0% | +$220 | 0.02% | 348 |
|
|
2020
Q4 | $810K | Buy |
4,488
+2,846
| +173% | +$514K | 0.03% | 336 |
|
|
2020
Q3 | $302K | Hold |
1,642
| – | – | 0.01% | 406 |
|
|
2020
Q2 | $213K | Buy |
+1,642
| New | +$213K | 0.01% | 411 |
|
|
2020
Q1 | – | Sell |
-1,646
| Closed | -$243K | – | 527 |
|
|
2019
Q4 | $243K | Sell |
1,646
-2,915
| -64% | -$430K | 0.01% | 465 |
|
|
2019
Q3 | $722K | Sell |
4,561
-719
| -14% | -$114K | 0.04% | 276 |
|
|
2019
Q2 | $752K | Sell |
5,280
-1,689
| -24% | -$241K | 0.05% | 267 |
|
|
2019
Q1 | $926K | Buy |
6,969
+7
| +0.1% | +$930 | 0.06% | 251 |
|
|
2018
Q4 | $744K | Sell |
6,962
-465
| -6% | -$49.7K | 0.05% | 261 |
|
|
2018
Q3 | $882K | Sell |
7,427
-570
| -7% | -$67.7K | 0.06% | 260 |
|
|
2018
Q2 | $1.17M | Buy |
7,997
+168
| +2% | +$24.6K | 0.09% | 224 |
|
|
2018
Q1 | $1.2M | Buy |
7,829
+17
| +0.2% | +$2.6K | 0.09% | 208 |
|
|
2017
Q4 | $1.32M | Sell |
7,812
-3,854
| -33% | -$650K | 0.09% | 207 |
|
|
2017
Q3 | $2.15M | Buy |
11,666
+7,344
| +170% | +$1.35M | 0.15% | 150 |
|
|
2017
Q2 | $286K | Sell |
4,322
-23,369
| -84% | -$1.55M | 0.02% | 295 |
|
|
2017
Q1 | $4.74M | Buy |
+27,691
| New | +$4.74M | 0.4% | 45 |
|