Forum Financial Management’s Whirlpool WHR Stock Holding History

Forum Financial Management’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$220K	Buy
2025 Q2	$259K	Buy
2025 Q1	$224K	Buy
2024 Q4	$276K	Buy
2023 Q4	–	Sell
2023 Q3	$256K	Buy
2023 Q2	$285K	Buy
2022 Q3	–	Sell
2022 Q2	$405K	Buy
2022 Q1	$213K	Buy
2021 Q4	$219K	Buy