Empirical Finance’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,924
| Closed | -$230K | – | 521 |
|
|
2024
Q1 | $230K | Buy |
1,924
+15
| +0.8% | +$1.79K | 0.01% | 506 |
|
|
2023
Q4 | $232K | Buy |
1,909
+5
| +0.3% | +$609 | 0.02% | 500 |
|
|
2023
Q3 | $255K | Buy |
1,904
+150
| +9% | +$20.1K | 0.02% | 493 |
|
|
2023
Q2 | $261K | Buy |
1,754
+185
| +12% | +$27.5K | 0.02% | 485 |
|
|
2023
Q1 | $207K | Buy |
1,569
+91
| +6% | +$12K | 0.02% | 491 |
|
|
2022
Q4 | $209K | Buy |
+1,478
| New | +$209K | 0.02% | 483 |
|
|
2022
Q3 | – | Sell |
-3,452
| Closed | -$535K | – | 499 |
|
|
2022
Q2 | $535K | Buy |
3,452
+77
| +2% | +$11.9K | 0.07% | 266 |
|
|
2022
Q1 | $583K | Buy |
3,375
+129
| +4% | +$22.3K | 0.07% | 275 |
|
|
2021
Q4 | $762K | Sell |
3,246
-538
| -14% | -$126K | 0.09% | 202 |
|
|
2021
Q3 | $771K | Buy |
+3,784
| New | +$771K | 0.12% | 177 |
|
|
2021
Q2 | – | Sell |
-14,908
| Closed | -$2.69M | – | 420 |
|
|
2021
Q1 | $2.69M | Hold |
14,908
| – | – | 0.47% | 47 |
|
|
2020
Q4 | $2.69M | Buy |
14,908
+109
| +0.7% | +$19.7K | 0.47% | 47 |
|
|
2020
Q3 | $2.72M | Buy |
14,799
+233
| +2% | +$42.8K | 0.58% | 28 |
|
|
2020
Q2 | $1.89M | Buy |
14,566
+580
| +4% | +$75.1K | 0.48% | 42 |
|
|
2020
Q1 | $1.2M | Buy |
+13,986
| New | +$1.2M | 0.37% | 60 |
|
|
2017
Q1 | – | Sell |
-34
| Closed | -$7K | – | 575 |
|
|
2016
Q4 | $7K | Buy |
+34
| New | +$7K | ﹤0.01% | 468 |
|