Congress Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Buy |
50,823
+23,355
| +85% | +$2.37M | 0.05% | 374 |
|
|
2025
Q1 | $2.49M | Buy |
27,468
+19,173
| +231% | +$1.74M | 0.03% | 449 |
|
|
2024
Q4 | $950K | Sell |
8,295
-11,280
| -58% | -$1.29M | 0.01% | 528 |
|
|
2024
Q3 | $2.09M | Buy |
19,575
+10,530
| +116% | +$1.13M | 0.03% | 418 |
|
|
2024
Q2 | $924K | Buy |
+9,045
| New | +$924K | 0.01% | 440 |
|
|
2022
Q2 | – | Sell |
-1,169
| Closed | -$202K | – | 624 |
|
|
2022
Q1 | $202K | Sell |
1,169
-16
| -1% | -$2.77K | ﹤0.01% | 583 |
|
|
2021
Q4 | $278K | Buy |
+1,185
| New | +$278K | 0.01% | 549 |
|