Corient Private Wealth’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
10,012
+4,274
| +74% | +$433K | ﹤0.01% | 1420 |
|
|
2025
Q1 | $517K | Sell |
5,738
-990
| -15% | -$89.2K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $770K | Sell |
6,728
-4,641
| -41% | -$531K | ﹤0.01% | 1431 |
|
|
2024
Q3 | $1.22M | Buy |
11,369
+2,635
| +30% | +$282K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $893K | Buy |
8,734
+1,546
| +22% | +$158K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $860K | Buy |
7,188
+2,217
| +45% | +$265K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $605K | Sell |
4,971
-207
| -4% | -$25.2K | ﹤0.01% | 1511 |
|
|
2023
Q3 | $692K | Buy |
5,178
+733
| +16% | +$98K | ﹤0.01% | 1321 |
|
|
2023
Q2 | $661K | Buy |
4,445
+310
| +7% | +$46.1K | ﹤0.01% | 1313 |
|
|
2023
Q1 | $546K | Buy |
4,135
+483
| +13% | +$63.8K | ﹤0.01% | 1334 |
|
|
2022
Q4 | $517K | Buy |
+3,652
| New | +$517K | ﹤0.01% | 1128 |
|