Costello Asset Management’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 |
-16,523
| Closed | -$1.89M | – | 687 |
|
|
2024
Q4 | $1.89M | Sell |
16,523
-15,206
| -48% | -$1.74M | 1.25% | 28 |
|
|
2024
Q3 | $3.4M | Sell |
31,729
-1,223
| -4% | -$131K | 2.27% | 15 |
|
|
2024
Q2 | $3.37M | Sell |
32,952
-6,663
| -17% | -$681K | 2.51% | 15 |
|
|
2024
Q1 | $4.74M | Buy |
39,615
+38,940
| +5,769% | +$4.66M | 3.39% | 9 |
|
|
2023
Q4 | $82.2K | Buy |
+675
| New | +$82.2K | 0.07% | 74 |
|