Evergreen 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 | $239K | Buy |
+2,358
| New | +$239K | 0.01% | 928 |
|
|
2025
Q1 | – | Sell |
-48,882
| Closed | -$5.6M | – | 1179 |
|
|
2024
Q4 | $5.6M | Buy |
48,882
+2,621
| +6% | +$300K | 0.18% | 139 |
|
|
2024
Q3 | $4.95M | Buy |
46,261
+3,000
| +7% | +$321K | 0.17% | 150 |
|
|
2024
Q2 | $4.42M | Buy |
43,261
+12,697
| +42% | +$1.3M | 0.16% | 154 |
|
|
2024
Q1 | $3.66M | Buy |
30,564
+1,100
| +4% | +$132K | 0.14% | 164 |
|
|
2023
Q4 | $3.59M | Sell |
29,464
-25,804
| -47% | -$3.14M | 0.15% | 169 |
|
|
2023
Q3 | $7.39M | Sell |
55,268
-287
| -0.5% | -$38.4K | 0.32% | 91 |
|
|
2023
Q2 | $8.27M | Buy |
55,555
+45,042
| +428% | +$6.7M | 0.35% | 82 |
|
|
2023
Q1 | $1.39M | Buy |
10,513
+688
| +7% | +$90.8K | 0.06% | 248 |
|
|
2022
Q4 | $1.39M | Sell |
9,825
-323
| -3% | -$45.7K | 0.07% | 248 |
|
|
2022
Q3 | $1.37M | Buy |
10,148
+273
| +3% | +$36.8K | 0.07% | 234 |
|
|
2022
Q2 | $1.53M | Buy |
+9,875
| New | +$1.53M | 0.08% | 216 |
|
|
2020
Q2 | – | Sell |
-40,276
| Closed | -$3.46M | – | 426 |
|
|
2020
Q1 | $3.46M | Buy |
40,276
+37,319
| +1,262% | +$3.2M | 0.32% | 79 |
|
|
2019
Q4 | $436K | Buy |
+2,957
| New | +$436K | 0.04% | 268 |
|