Ethic Inc’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,362
| Closed | -$215K | – | 1305 |
|
|
2025
Q1 | $215K | Sell |
2,362
-1,176
| -33% | -$107K | ﹤0.01% | 1052 |
|
|
2024
Q4 | $405K | Sell |
3,538
-2,657
| -43% | -$304K | 0.01% | 865 |
|
|
2024
Q3 | $741K | Buy |
6,195
+2,860
| +86% | +$342K | 0.02% | 659 |
|
|
2024
Q2 | $341K | Sell |
3,335
-2,860
| -46% | -$292K | 0.01% | 873 |
|
|
2024
Q1 | $741K | Sell |
6,195
-1,497
| -19% | -$179K | 0.02% | 659 |
|
|
2023
Q4 | $937K | Buy |
7,692
+2,269
| +42% | +$276K | 0.03% | 554 |
|
|
2023
Q3 | $725K | Buy |
5,423
+912
| +20% | +$122K | 0.03% | 562 |
|
|
2023
Q2 | $671K | Buy |
4,511
+1,473
| +48% | +$219K | 0.02% | 560 |
|
|
2023
Q1 | $401K | Buy |
3,038
+1,153
| +61% | +$152K | 0.02% | 715 |
|
|
2022
Q4 | $267K | Buy |
1,885
+15
| +0.8% | +$2.12K | 0.01% | 754 |
|
|
2022
Q3 | $252K | Sell |
1,870
-329
| -15% | -$44.3K | 0.02% | 688 |
|
|
2022
Q2 | $341K | Buy |
2,199
+803
| +58% | +$125K | 0.02% | 591 |
|
|
2022
Q1 | $241K | Buy |
1,396
+225
| +19% | +$38.8K | 0.02% | 660 |
|
|
2021
Q4 | $275K | Buy |
+1,171
| New | +$275K | 0.02% | 551 |
|