Creative Planning’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
9,776
+157
| +2% | +$15.9K | ﹤0.01% | 1845 |
|
|
2025
Q1 | $867K | Sell |
9,619
-2,460
| -20% | -$222K | ﹤0.01% | 1824 |
|
|
2024
Q4 | $1.38M | Buy |
12,079
+1,171
| +11% | +$134K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $1.17M | Sell |
10,908
-312
| -3% | -$33.4K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $1.15M | Buy |
11,220
+6,305
| +128% | +$644K | ﹤0.01% | 1302 |
|
|
2024
Q1 | $588K | Buy |
4,915
+557
| +13% | +$66.6K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $531K | Sell |
4,358
-1,413
| -24% | -$172K | ﹤0.01% | 1672 |
|
|
2023
Q3 | $772K | Buy |
5,771
+797
| +16% | +$107K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $740K | Buy |
4,974
+1,146
| +30% | +$171K | ﹤0.01% | 1291 |
|
|
2023
Q1 | $505K | Sell |
3,828
-372
| -9% | -$49.1K | ﹤0.01% | 1451 |
|
|
2022
Q4 | $594K | Sell |
4,200
-27
| -0.6% | -$3.82K | ﹤0.01% | 1325 |
|
|
2022
Q3 | $570K | Buy |
4,227
+14
| +0.3% | +$1.89K | ﹤0.01% | 1244 |
|
|
2022
Q2 | $652K | Buy |
4,213
+224
| +6% | +$34.7K | ﹤0.01% | 1166 |
|
|
2022
Q1 | $689K | Sell |
3,989
-220
| -5% | -$38K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $988K | Buy |
4,209
+193
| +5% | +$45.3K | ﹤0.01% | 965 |
|
|
2021
Q3 | $819K | Buy |
4,016
+120
| +3% | +$24.5K | ﹤0.01% | 1044 |
|
|
2021
Q2 | $849K | Sell |
3,896
-475
| -11% | -$104K | ﹤0.01% | 1009 |
|
|
2021
Q1 | $963K | Buy |
4,371
+767
| +21% | +$169K | ﹤0.01% | 1036 |
|
|
2020
Q4 | $650K | Buy |
3,604
+649
| +22% | +$117K | ﹤0.01% | 1149 |
|
|
2020
Q3 | $543K | Sell |
2,955
-53
| -2% | -$9.74K | ﹤0.01% | 1084 |
|
|
2020
Q2 | $390K | Sell |
3,008
-717
| -19% | -$93K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $320K | Buy |
3,725
+108
| +3% | +$9.28K | ﹤0.01% | 1145 |
|
|
2019
Q4 | $534K | Buy |
3,617
+411
| +13% | +$60.7K | ﹤0.01% | 1070 |
|
|
2019
Q3 | $508K | Buy |
3,206
+273
| +9% | +$43.3K | ﹤0.01% | 1049 |
|
|
2019
Q2 | $418K | Sell |
2,933
-55
| -2% | -$7.84K | ﹤0.01% | 1168 |
|
|
2019
Q1 | $397K | Sell |
2,988
-305
| -9% | -$40.5K | ﹤0.01% | 1163 |
|
|
2018
Q4 | $352K | Sell |
3,293
-5,506
| -63% | -$589K | ﹤0.01% | 1135 |
|
|
2018
Q3 | $1.05M | Buy |
8,799
+4,957
| +129% | +$589K | ﹤0.01% | 741 |
|
|
2018
Q2 | $562K | Sell |
3,842
-357
| -9% | -$52.2K | ﹤0.01% | 1001 |
|
|
2018
Q1 | $643K | Sell |
4,199
-127
| -3% | -$19.4K | ﹤0.01% | 944 |
|
|
2017
Q4 | $729K | Buy |
4,326
+1,062
| +33% | +$179K | ﹤0.01% | 866 |
|
|
2017
Q3 | $602K | Sell |
3,264
-10
| -0.3% | -$1.84K | ﹤0.01% | 952 |
|
|
2017
Q2 | $627K | Sell |
3,274
-575
| -15% | -$110K | ﹤0.01% | 900 |
|
|
2017
Q1 | $659K | Sell |
3,849
-650
| -14% | -$111K | ﹤0.01% | 833 |
|
|
2016
Q4 | $818K | Sell |
4,499
-301
| -6% | -$54.7K | 0.01% | 697 |
|
|
2016
Q3 | $778K | Buy |
4,800
+1,223
| +34% | +$198K | 0.01% | 692 |
|
|
2016
Q2 | $596K | Buy |
3,577
+739
| +26% | +$123K | ﹤0.01% | 703 |
|
|
2016
Q1 | $512K | Buy |
2,838
+221
| +8% | +$39.9K | ﹤0.01% | 740 |
|
|
2015
Q4 | $384K | Sell |
2,617
-290
| -10% | -$42.6K | ﹤0.01% | 877 |
|
|
2015
Q3 | $428K | Buy |
+2,907
| New | +$428K | ﹤0.01% | 793 |
|
|
2015
Q2 | – | Sell |
-3,192
| Closed | -$645K | – | 2879 |
|
|
2015
Q1 | $645K | Buy |
3,192
+370
| +13% | +$74.8K | 0.01% | 627 |
|
|
2014
Q4 | $547K | Sell |
2,822
-809
| -22% | -$157K | 0.01% | 666 |
|
|
2014
Q3 | $529K | Buy |
3,631
+1,384
| +62% | +$202K | 0.01% | 631 |
|
|
2014
Q2 | $313K | Sell |
2,247
-34
| -1% | -$4.74K | ﹤0.01% | 822 |
|
|
2014
Q1 | $341K | Buy |
2,281
+964
| +73% | +$144K | 0.01% | 770 |
|
|
2013
Q4 | $207K | Buy |
1,317
+490
| +59% | +$77K | ﹤0.01% | 849 |
|
|
2013
Q3 | $121K | Buy |
827
+310
| +60% | +$45.4K | ﹤0.01% | 1003 |
|
|
2013
Q2 | $59K | Buy |
+517
| New | +$59K | ﹤0.01% | 1296 |
|