Creative Planning’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $944K | Buy |
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|
2025
Q2 | $992K | Buy |
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|
2025
Q1 | $867K | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $588K | Buy |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $772K | Buy |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $570K | Buy |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $689K | Sell |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $819K | Buy |
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|
2021
Q2 | $849K | Sell |
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|
2021
Q1 | $963K | Buy |
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|
2020
Q4 | $650K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $390K | Sell |
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|
2020
Q1 | $320K | Buy |
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|
2019
Q4 | $534K | Buy |
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|
2019
Q3 | $508K | Buy |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $397K | Sell |
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|
2018
Q4 | $352K | Sell |
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|
2018
Q3 | $1.04M | Buy |
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|
2018
Q2 | $562K | Sell |
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|
2018
Q1 | $643K | Sell |
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|
2017
Q4 | $729K | Buy |
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|
2017
Q3 | $602K | Sell |
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|
2017
Q2 | $627K | Sell |
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|
2017
Q1 | $659K | Sell |
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|
2016
Q4 | $818K | Sell |
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|
2016
Q3 | $778K | Buy |
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|
2016
Q2 | $596K | Buy |
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|
2016
Q1 | $512K | Buy |
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|
2015
Q4 | $384K | Sell |
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|
2015
Q3 | $428K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $645K | Buy |
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|
2014
Q4 | $547K | Sell |
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|
2014
Q3 | $529K | Buy |
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|
2014
Q2 | $313K | Sell |
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|
2014
Q1 | $341K | Buy |
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|
2013
Q4 | $207K | Buy |
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|
2013
Q3 | $121K | Buy |
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|
2013
Q2 | $59K | Buy |
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