Concourse Financial Group Securities’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,172
| Closed | -$419K | – | 8364 |
|
|
2024
Q4 | $419K | Buy |
3,172
+123
| +4% | +$16.2K | 0.02% | 522 |
|
|
2024
Q3 | $326K | Sell |
3,049
-318
| -9% | -$34K | 0.02% | 571 |
|
|
2024
Q2 | $344K | Buy |
3,367
+156
| +5% | +$15.9K | 0.02% | 532 |
|
|
2024
Q1 | $384K | Buy |
3,211
+334
| +12% | +$40K | 0.02% | 497 |
|
|
2023
Q4 | $350K | Buy |
2,877
+624
| +28% | +$76K | 0.03% | 506 |
|
|
2023
Q3 | $301K | Buy |
2,253
+406
| +22% | +$54.3K | 0.02% | 516 |
|
|
2023
Q2 | $275K | Buy |
1,847
+1,809
| +4,761% | +$269K | 0.02% | 556 |
|
|
2023
Q1 | $5.02K | Sell |
38
-107
| -74% | -$14.1K | ﹤0.01% | 1863 |
|
|
2022
Q4 | $20.5K | Buy |
145
+20
| +16% | +$2.83K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $17K | Buy |
125
+18
| +17% | +$2.45K | ﹤0.01% | 1353 |
|
|
2022
Q2 | $17K | Hold |
107
| – | – | ﹤0.01% | 1501 |
|
|
2022
Q1 | $18K | Hold |
107
| – | – | ﹤0.01% | 1526 |
|
|
2021
Q4 | $25K | Hold |
107
| – | – | ﹤0.01% | 1561 |
|
|
2021
Q3 | $22K | Hold |
107
| – | – | ﹤0.01% | 1634 |
|
|
2021
Q2 | $23K | Hold |
107
| – | – | ﹤0.01% | 1606 |
|
|
2021
Q1 | $24K | Hold |
107
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q4 | $19K | Hold |
107
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q3 | $20K | Hold |
107
| – | – | ﹤0.01% | 1365 |
|
|
2020
Q2 | $14K | Sell |
107
-16
| -13% | -$2.09K | ﹤0.01% | 1411 |
|
|
2020
Q1 | $11K | Buy |
123
+16
| +15% | +$1.43K | ﹤0.01% | 1434 |
|
|
2019
Q4 | $16K | Buy |
+107
| New | +$16K | ﹤0.01% | 1321 |
|
|
2019
Q3 | – | Sell |
-107
| Closed | -$15K | – | 5620 |
|
|
2019
Q2 | $15K | Hold |
107
| – | – | ﹤0.01% | 1366 |
|
|
2019
Q1 | $14K | Hold |
107
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q4 | $11K | Buy |
+107
| New | +$11K | ﹤0.01% | 1406 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5298 |
|