Forum Financial 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 | $259K | Buy |
2,551
+67
| +3% | +$6.8K | ﹤0.01% | 755 |
|
|
2025
Q1 | $224K | Buy |
2,484
+70
| +3% | +$6.31K | ﹤0.01% | 755 |
|
|
2024
Q4 | $276K | Buy |
+2,414
| New | +$276K | ﹤0.01% | 662 |
|
|
2023
Q4 | – | Sell |
-1,917
| Closed | -$256K | – | 727 |
|
|
2023
Q3 | $256K | Buy |
1,917
+2
| +0.1% | +$267 | 0.01% | 474 |
|
|
2023
Q2 | $285K | Buy |
+1,915
| New | +$285K | 0.01% | 453 |
|
|
2022
Q3 | – | Sell |
-2,616
| Closed | -$405K | – | 603 |
|
|
2022
Q2 | $405K | Buy |
2,616
+1,380
| +112% | +$214K | 0.02% | 275 |
|
|
2022
Q1 | $213K | Buy |
1,236
+301
| +32% | +$51.9K | 0.01% | 543 |
|
|
2021
Q4 | $219K | Buy |
+935
| New | +$219K | 0.01% | 575 |
|