Daymark Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
10,664
| – | – | 0.04% | 254 |
|
|
2025
Q1 | $961K | Sell |
10,664
-2,113
| -17% | -$190K | 0.04% | 246 |
|
|
2024
Q4 | $1.46M | Hold |
12,777
| – | – | 0.06% | 193 |
|
|
2024
Q3 | $1.37M | Sell |
12,777
-850
| -6% | -$91K | 0.06% | 203 |
|
|
2024
Q2 | $1.39M | Sell |
13,627
-350
| -3% | -$35.8K | 0.06% | 196 |
|
|
2024
Q1 | $1.67M | Sell |
13,977
-325
| -2% | -$38.9K | 0.09% | 145 |
|
|
2023
Q4 | $1.74M | Sell |
14,302
-5,291
| -27% | -$644K | 0.11% | 137 |
|
|
2023
Q3 | $2.62M | Buy |
19,593
+2,016
| +11% | +$270K | 0.18% | 103 |
|
|
2023
Q2 | $2.62M | Buy |
+17,577
| New | +$2.62M | 0.19% | 101 |
|