Donaldson Capital 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 | $801K | Buy |
7,896
+429
| +6% | +$43.5K | 0.03% | 149 |
|
|
2025
Q1 | $673K | Buy |
7,467
+1,171
| +19% | +$106K | 0.03% | 153 |
|
|
2024
Q4 | $721K | Buy |
6,296
+41
| +0.7% | +$4.69K | 0.03% | 153 |
|
|
2024
Q3 | $669K | Sell |
6,255
-73
| -1% | -$7.81K | 0.03% | 155 |
|
|
2024
Q2 | $647K | Sell |
6,328
-214
| -3% | -$21.9K | 0.03% | 144 |
|
|
2024
Q1 | $783K | Sell |
6,542
-15
| -0.2% | -$1.79K | 0.03% | 135 |
|
|
2023
Q4 | $798K | Sell |
6,557
-136
| -2% | -$16.6K | 0.04% | 135 |
|
|
2023
Q3 | $895K | Buy |
6,693
+1,067
| +19% | +$143K | 0.04% | 128 |
|
|
2023
Q2 | $837K | Buy |
5,626
+161
| +3% | +$24K | 0.04% | 135 |
|
|
2023
Q1 | $721K | Buy |
5,465
+2,607
| +91% | +$344K | 0.03% | 137 |
|
|
2022
Q4 | $404K | Buy |
2,858
+126
| +5% | +$17.8K | 0.02% | 170 |
|
|
2022
Q3 | $368K | Buy |
+2,732
| New | +$368K | 0.02% | 174 |
|
|
2018
Q1 | – | Sell |
-11,284
| Closed | -$1.9M | – | 179 |
|
|
2017
Q4 | $1.9M | Sell |
11,284
-2,713
| -19% | -$458K | 0.19% | 68 |
|
|
2017
Q3 | $2.58M | Buy |
13,997
+483
| +4% | +$89.1K | 0.27% | 53 |
|
|
2017
Q2 | $2.59M | Sell |
13,514
-829
| -6% | -$159K | 0.29% | 49 |
|
|
2017
Q1 | $2.46M | Sell |
14,343
-212
| -1% | -$36.3K | 0.29% | 47 |
|
|
2016
Q4 | $2.65M | Sell |
14,555
-889
| -6% | -$162K | 0.33% | 46 |
|
|
2016
Q3 | $2.5M | Buy |
15,444
+1,497
| +11% | +$243K | 0.33% | 48 |
|
|
2016
Q2 | $2.32M | Buy |
13,947
+2,981
| +27% | +$497K | 0.32% | 50 |
|
|
2016
Q1 | $1.98M | Buy |
+10,966
| New | +$1.98M | 0.28% | 48 |
|