Equitable Holdings’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $622K | Buy |
6,128
+2,685
| +78% | +$272K | 0.01% | 942 |
|
2025
Q1 | $310K | Sell |
3,443
-127
| -4% | -$11.4K | ﹤0.01% | 1084 |
|
2024
Q4 | $409K | Sell |
3,570
-68
| -2% | -$7.79K | ﹤0.01% | 932 |
|
2024
Q3 | $389K | Buy |
3,638
+417
| +13% | +$44.6K | ﹤0.01% | 942 |
|
2024
Q2 | $329K | Sell |
3,221
-166
| -5% | -$17K | ﹤0.01% | 966 |
|
2024
Q1 | $405K | Buy |
3,387
+1,115
| +49% | +$133K | ﹤0.01% | 877 |
|
2023
Q4 | $277K | Buy |
2,272
+144
| +7% | +$17.5K | ﹤0.01% | 965 |
|
2023
Q3 | $285K | Buy |
2,128
+177
| +9% | +$23.7K | ﹤0.01% | 885 |
|
2023
Q2 | $290K | Buy |
1,951
+325
| +20% | +$48.4K | ﹤0.01% | 856 |
|
2023
Q1 | $215K | Buy |
1,626
+2
| +0.1% | +$264 | ﹤0.01% | 900 |
|
2022
Q4 | $230K | Buy |
+1,624
| New | +$230K | ﹤0.01% | 812 |
|
2022
Q1 | – | Sell |
-889
| Closed | -$209K | – | 924 |
|
2021
Q4 | $209K | Buy |
+889
| New | +$209K | ﹤0.01% | 819 |
|