Congress Wealth Management’s Whirlpool WHR Stock Holding History

Congress Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.15M	Buy
2025 Q1	$2.49M	Buy
2024 Q4	$950K	Sell
2024 Q3	$2.09M	Buy
2024 Q2	$924K	Buy
2022 Q2	–	Sell
2022 Q1	$202K	Sell
2021 Q4	$278K	Buy