Chicago Partners Investment Group’s Whirlpool WHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$339K	Buy	6,087 +2,208	+57%	+$162K	0.01%	1081
2025 Q4	$331K	Buy	+3,879	New	+$286K	0.01%	975
2018 Q4	–	Sell	-215	Closed	-$22K	–	923
2018 Q3	$22K	Hold	215	–	–	﹤0.01%	675
2018 Q2	$31K	Hold	215	–	–	﹤0.01%	571
2018 Q1	$33K	Hold	215	–	–	0.01%	521
2017 Q4	$36K	Hold	215	–	–	0.01%	507
2017 Q3	$40K	Buy	+215	New	+$38.4K	0.01%	470
2017 Q2	–	Sell	-100	Closed	-$17K	–	800
2017 Q1	$17K	Hold	100	–	–	﹤0.01%	419
2016 Q4	$18K	Hold	100	–	–	0.01%	392
2016 Q3	$16K	Hold	100	–	–	0.01%	383
2016 Q2	$17K	Hold	100	–	–	0.01%	326
2016 Q1	$18K	Hold	100	–	–	0.01%	307
2015 Q4	$15K	Hold	100	–	–	0.01%	370
2015 Q3	$15K	Sell	100 -104	-51%	-$17.6K	0.01%	309
2015 Q2	$37K	Buy	204 +100	+96%	+$18.8K	0.02%	255
2015 Q1	$20K	Buy	104 +4	+4%	+$812	0.01%	293
2014 Q4	$19K	Buy	+100	New	+$17.2K	0.01%	295