EFS
Essex Financial Services’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
6,920
-195
| -3% | -$19.8K | 0.05% | 340 |
|
|
2025
Q1 | $641K | Sell |
7,115
-168
| -2% | -$15.1K | 0.05% | 329 |
|
|
2024
Q4 | $834K | Sell |
7,283
-538
| -7% | -$61.6K | 0.06% | 269 |
|
|
2024
Q3 | $800K | Sell |
7,821
-202
| -3% | -$20.7K | 0.06% | 289 |
|
|
2024
Q2 | $750K | Buy |
8,023
+2,087
| +35% | +$195K | 0.06% | 291 |
|
|
2024
Q1 | $710K | Buy |
5,936
+79
| +1% | +$9.45K | 0.07% | 259 |
|
|
2023
Q4 | $713K | Buy |
5,857
+1,878
| +47% | +$229K | 0.07% | 242 |
|
|
2023
Q3 | $532K | Buy |
3,979
+290
| +8% | +$38.8K | 0.06% | 266 |
|
|
2023
Q2 | $549K | Buy |
+3,689
| New | +$549K | 0.06% | 264 |
|
|
2017
Q4 | – | Sell |
-1,112
| Closed | -$205K | – | 296 |
|
|
2017
Q3 | $205K | Sell |
1,112
-3
| -0.3% | -$553 | 0.05% | 258 |
|
|
2017
Q2 | $214K | Buy |
+1,115
| New | +$214K | 0.05% | 323 |
|
|
2017
Q1 | – | Sell |
-1,110
| Closed | -$202K | – | 342 |
|
|
2016
Q4 | $202K | Buy |
+1,110
| New | +$202K | 0.04% | 306 |
|
|
2016
Q2 | – | Sell |
-1,315
| Closed | -$237K | – | 323 |
|
|
2016
Q1 | $237K | Buy |
+1,315
| New | +$237K | 0.06% | 265 |
|