Clearstead Advisors’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 | $809 | Sell |
15
-168
| -92% | -$12.3K | ﹤0.01% | 2074 |
|
|
2025
Q4 | $13.2K | Sell |
183
-619
| -77% | -$45.7K | ﹤0.01% | 1822 |
|
|
2025
Q3 | $63K | Buy |
802
+3
| +0.4% | +$275 | ﹤0.01% | 1203 |
|
|
2025
Q2 | $81K | Sell |
799
-26
| -3% | -$2.16K | ﹤0.01% | 1127 |
|
|
2025
Q1 | $74.4K | Hold |
825
| – | – | ﹤0.01% | 1066 |
|
|
2024
Q4 | $94.4K | Buy |
825
+75
| +10% | +$8.28K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $80.3K | Hold |
750
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q2 | $76.7K | Hold |
750
| – | – | ﹤0.01% | 1061 |
|
|
2024
Q1 | $71.6K | Sell |
750
-87
| -10% | -$9.7K | ﹤0.01% | 682 |
|
|
2023
Q4 | $102K | Sell |
837
-837
| -50% | -$97.5K | 0.01% | 582 |
|
|
2023
Q3 | $224K | Buy |
1,674
+837
| +100% | +$118K | 0.01% | 552 |
|
|
2023
Q2 | $125K | Sell |
837
-22
| -3% | -$3.02K | 0.01% | 523 |
|
|
2023
Q1 | $113K | Hold |
859
| – | – | 0.01% | 489 |
|
|
2022
Q4 | $122K | Sell |
859
-3
| -0.3% | -$427 | 0.01% | 463 |
|
|
2022
Q3 | $116K | Buy |
862
+3
| +0.3% | +$478 | 0.01% | 453 |
|
|
2022
Q2 | $133K | Buy |
859
+22
| +3% | +$3.83K | 0.01% | 446 |
|
|
2022
Q1 | $145K | Hold |
837
| – | – | 0.01% | 470 |
|
|
2021
Q4 | $196K | Sell |
837
-11
| -1% | -$2.42K | 0.01% | 396 |
|
|
2021
Q3 | $173K | Buy |
848
+4
| +0.5% | +$877 | 0.01% | 393 |
|
|
2021
Q2 | $184K | Buy |
844
+7
| +0.8% | +$1.63K | 0.01% | 357 |
|
|
2021
Q1 | $184K | Hold |
837
| – | – | 0.02% | 345 |
|
|
2020
Q4 | $151K | Buy |
837
+87
| +12% | +$16.7K | 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 | +$98.5K | 0.01% | 379 |
|
Other funds holding WHR
VPM
VCM
RI
AL