CreativeOne 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 | $1.19M | Buy |
11,704
+2,196
| +23% | +$223K | 0.03% | 485 |
|
|
2025
Q1 | $857K | Buy |
9,508
+1,411
| +17% | +$127K | 0.03% | 530 |
|
|
2024
Q4 | $927K | Buy |
8,097
+2,022
| +33% | +$231K | 0.03% | 491 |
|
|
2024
Q3 | $650K | Buy |
6,075
+3,093
| +104% | +$331K | 0.02% | 548 |
|
|
2024
Q2 | $305K | Buy |
2,982
+1,219
| +69% | +$125K | 0.02% | 618 |
|
|
2024
Q1 | $211K | Buy |
+1,763
| New | +$211K | 0.01% | 829 |
|