Dakota Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Buy |
7,891
+1,260
| +19% | +$128K | 0.02% | 428 |
|
|
2025
Q1 | $598K | Sell |
6,631
-180
| -3% | -$16.2K | 0.01% | 478 |
|
|
2024
Q4 | $780K | Sell |
6,811
-584
| -8% | -$66.9K | 0.02% | 410 |
|
|
2024
Q3 | $791K | Buy |
7,395
+145
| +2% | +$15.5K | 0.02% | 411 |
|
|
2024
Q2 | $741K | Buy |
7,250
+725
| +11% | +$74.1K | 0.02% | 428 |
|
|
2024
Q1 | $781K | Buy |
6,525
+4,756
| +269% | +$569K | 0.02% | 410 |
|
|
2023
Q4 | $215K | Sell |
1,769
-18,093
| -91% | -$2.2M | 0.01% | 590 |
|
|
2023
Q3 | $2.66M | Sell |
19,862
-5,200
| -21% | -$695K | 0.12% | 170 |
|
|
2023
Q2 | $3.73M | Buy |
25,062
+1,967
| +9% | +$293K | 0.18% | 126 |
|
|
2023
Q1 | $3.05M | Buy |
+23,095
| New | +$3.05M | 0.2% | 118 |
|
|
2022
Q1 | – | Sell |
-1,286
| Closed | -$302K | – | 483 |
|
|
2021
Q4 | $302K | Hold |
1,286
| – | – | 0.03% | 303 |
|
|
2021
Q3 | $262K | Sell |
1,286
-17,990
| -93% | -$3.67M | 0.03% | 299 |
|
|
2021
Q2 | $4.2M | Buy |
19,276
+1,916
| +11% | +$418K | 0.5% | 53 |
|
|
2021
Q1 | $3.83M | Buy |
+17,360
| New | +$3.83M | 0.5% | 55 |
|
|
2020
Q1 | – | Sell |
-21,080
| Closed | -$3.11M | – | 324 |
|
|
2019
Q4 | $3.11M | Buy |
21,080
+8,977
| +74% | +$1.32M | 0.5% | 56 |
|
|
2019
Q3 | $1.92M | Buy |
+12,103
| New | +$1.92M | 0.33% | 80 |
|
|
2019
Q2 | – | Sell |
-30,122
| Closed | -$4M | – | 313 |
|
|
2019
Q1 | $4M | Buy |
30,122
+17,831
| +145% | +$2.37M | 0.8% | 33 |
|
|
2018
Q4 | $1.46M | Buy |
12,291
+45
| +0.4% | +$5.34K | 0.33% | 72 |
|
|
2018
Q3 | $1.45M | Buy |
+12,246
| New | +$1.45M | 0.33% | 76 |
|