Clearstead Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81K | Sell |
799
-26
| -3% | -$2.64K | ﹤0.01% | 1123 |
|
|
2025
Q1 | $74.4K | Hold |
825
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q4 | $94.4K | Buy |
825
+75
| +10% | +$8.59K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $80.3K | Hold |
750
| – | – | ﹤0.01% | 1082 |
|
|
2024
Q2 | $76.7K | Hold |
750
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q1 | $71.6K | Sell |
750
-87
| -10% | -$8.31K | ﹤0.01% | 682 |
|
|
2023
Q4 | $102K | Sell |
837
-837
| -50% | -$102K | 0.01% | 580 |
|
|
2023
Q3 | $224K | Buy |
1,674
+837
| +100% | +$112K | 0.01% | 552 |
|
|
2023
Q2 | $125K | Sell |
837
-22
| -3% | -$3.27K | 0.01% | 523 |
|
|
2023
Q1 | $113K | Hold |
859
| – | – | 0.01% | 489 |
|
|
2022
Q4 | $122K | Sell |
859
-3
| -0.3% | -$424 | 0.01% | 462 |
|
|
2022
Q3 | $116K | Buy |
862
+3
| +0.3% | +$404 | 0.01% | 451 |
|
|
2022
Q2 | $133K | Buy |
859
+22
| +3% | +$3.41K | 0.01% | 444 |
|
|
2022
Q1 | $145K | Hold |
837
| – | – | 0.01% | 468 |
|
|
2021
Q4 | $196K | Sell |
837
-11
| -1% | -$2.58K | 0.01% | 394 |
|
|
2021
Q3 | $173K | Buy |
848
+4
| +0.5% | +$816 | 0.01% | 391 |
|
|
2021
Q2 | $184K | Buy |
844
+7
| +0.8% | +$1.53K | 0.01% | 357 |
|
|
2021
Q1 | $184K | Hold |
837
| – | – | 0.02% | 345 |
|
|
2020
Q4 | $151K | Buy |
837
+87
| +12% | +$15.7K | 0.01% | 355 |
|
|
2020
Q3 | $138K | Hold |
750
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $97K | Hold |
750
| – | – | 0.01% | 351 |
|
|
2020
Q1 | $64K | Buy |
+750
| New | +$64K | 0.01% | 378 |
|