Everence 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 | $212K | Buy |
+2,090
| New | +$212K | 0.01% | 735 |
|
|
2025
Q1 | – | Sell |
-2,090
| Closed | -$239K | – | 856 |
|
|
2024
Q4 | $239K | Buy |
+2,090
| New | +$239K | 0.02% | 695 |
|
|
2023
Q4 | – | Sell |
-3,150
| Closed | -$421 | – | 809 |
|
|
2023
Q3 | $421 | Hold |
3,150
| – | – | 0.03% | 441 |
|
|
2023
Q2 | $407K | Hold |
3,150
| – | – | 0.03% | 413 |
|
|
2023
Q1 | $416 | Hold |
3,150
| – | – | 0.03% | 417 |
|
|
2022
Q4 | $446 | Hold |
3,150
| – | – | 0.04% | 407 |
|
|
2022
Q3 | $425K | Hold |
3,150
| – | – | 0.04% | 394 |
|
|
2022
Q2 | $488K | Hold |
3,150
| – | – | 0.04% | 348 |
|
|
2022
Q1 | $544K | Buy |
3,150
+1,580
| +101% | +$273K | 0.04% | 366 |
|
|
2021
Q4 | $368K | Sell |
1,570
-1,930
| -55% | -$452K | 0.03% | 525 |
|
|
2021
Q3 | $714K | Buy |
3,500
+1,810
| +107% | +$369K | 0.06% | 271 |
|
|
2021
Q2 | $368K | Buy |
+1,690
| New | +$368K | 0.03% | 505 |
|
|
2020
Q4 | – | Sell |
-3,512
| Closed | -$646K | – | 742 |
|
|
2020
Q3 | $646K | Buy |
3,512
+1,760
| +100% | +$324K | 0.07% | 225 |
|
|
2020
Q2 | $213K | Buy |
+1,752
| New | +$213K | 0.03% | 564 |
|
|
2020
Q1 | – | Sell |
-1,752
| Closed | -$258K | – | 691 |
|
|
2019
Q4 | $258K | Hold |
1,752
| – | – | 0.04% | 531 |
|
|
2019
Q3 | $277K | Hold |
1,752
| – | – | 0.04% | 451 |
|
|
2019
Q2 | $249K | Hold |
1,752
| – | – | 0.04% | 483 |
|
|
2019
Q1 | $233K | Buy |
+1,752
| New | +$233K | 0.04% | 492 |
|
|
2018
Q4 | – | Sell |
-1,752
| Closed | -$208K | – | 451 |
|
|
2018
Q3 | $208K | Hold |
1,752
| – | – | 0.04% | 406 |
|
|
2018
Q2 | $256K | Hold |
1,752
| – | – | 0.05% | 343 |
|
|
2018
Q1 | $268K | Hold |
1,752
| – | – | 0.06% | 327 |
|
|
2017
Q4 | $295K | Hold |
1,752
| – | – | 0.06% | 306 |
|
|
2017
Q3 | $323K | Hold |
1,752
| – | – | 0.07% | 280 |
|
|
2017
Q2 | $336K | Hold |
1,752
| – | – | 0.08% | 269 |
|
|
2017
Q1 | $300K | Hold |
1,752
| – | – | 0.08% | 276 |
|
|
2016
Q4 | $318K | Sell |
1,752
-1,667
| -49% | -$303K | 0.09% | 258 |
|
|
2016
Q3 | $554K | Hold |
3,419
| – | – | 0.16% | 177 |
|
|
2016
Q2 | $570K | Hold |
3,419
| – | – | 0.17% | 169 |
|
|
2016
Q1 | $617K | Hold |
3,419
| – | – | 0.19% | 153 |
|
|
2015
Q4 | $502K | Buy |
3,419
+880
| +35% | +$129K | 0.16% | 174 |
|
|
2015
Q3 | $374K | Hold |
2,539
| – | – | 0.13% | 201 |
|
|
2015
Q2 | $439K | Hold |
2,539
| – | – | 0.14% | 198 |
|
|
2015
Q1 | $538K | Hold |
2,539
| – | – | 0.18% | 172 |
|
|
2014
Q4 | $492K | Buy |
2,539
+256
| +11% | +$49.6K | 0.17% | 176 |
|
|
2014
Q3 | $349K | Hold |
2,283
| – | – | 0.13% | 202 |
|
|
2014
Q2 | $318K | Hold |
2,283
| – | – | 0.12% | 208 |
|
|
2014
Q1 | $341K | Hold |
2,283
| – | – | 0.13% | 202 |
|
|
2013
Q4 | $358K | Hold |
2,283
| – | – | 0.14% | 192 |
|
|
2013
Q3 | $334K | Hold |
2,283
| – | – | 0.14% | 182 |
|
|
2013
Q2 | $261K | Buy |
+2,283
| New | +$261K | 0.12% | 203 |
|