CTWM
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Cherry Tree Wealth Management’s Whirlpool WHR Stock Holding History

Cherry Tree Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$432 Hold
8
– – ﹤0.01% 565
2025
Q4 		$578 Hold
8
– – ﹤0.01% 566
2025
Q3 		$629 Hold
8
– – ﹤0.01% 562
2025
Q2 		$812 Hold
8
– – ﹤0.01% 563
2025
Q1 		$722 Buy
+8
New +$848 ﹤0.01% 705
2024
Q3 		– Sell
-8
Closed -$818 – 617
2024
Q2 		$818 Hold
8
– – ﹤0.01% 553
2024
Q1 		$958 Hold
8
– – ﹤0.01% 548
2023
Q4 		$975 Hold
8
– – ﹤0.01% 543
2023
Q3 		$1.07K Hold
8
– – ﹤0.01% 526
2023
Q2 		$1.19K Buy
+8
New +$1.1K ﹤0.01% 531

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VPM
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VCM
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Geode Capital Management
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Newport Trust Company
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RI
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return