FMWA
Forvis Mazars Wealth Advisors’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,506
| Closed | -$201K | – | 399 |
|
|
2023
Q3 | $201K | Sell |
1,506
-1,757
| -54% | -$235K | 0.01% | 374 |
|
|
2023
Q2 | $486K | Buy |
3,263
+1,610
| +97% | +$240K | 0.01% | 297 |
|
|
2023
Q1 | $218K | Buy |
1,653
+194
| +13% | +$25.6K | 0.01% | 380 |
|
|
2022
Q4 | $206K | Sell |
1,459
-72
| -5% | -$10.2K | 0.01% | 376 |
|
|
2022
Q3 | $206K | Buy |
1,531
+40
| +3% | +$5.38K | 0.01% | 371 |
|
|
2022
Q2 | $231K | Buy |
1,491
+304
| +26% | +$47.1K | 0.01% | 358 |
|
|
2022
Q1 | $205K | Buy |
1,187
+155
| +15% | +$26.8K | 0.01% | 291 |
|
|
2021
Q4 | $242K | Buy |
1,032
+45
| +5% | +$10.6K | 0.01% | 261 |
|
|
2021
Q3 | $201K | Sell |
987
-18
| -2% | -$3.67K | 0.01% | 269 |
|
|
2021
Q2 | $219K | Buy |
1,005
+51
| +5% | +$11.1K | 0.01% | 248 |
|
|
2021
Q1 | $210K | Buy |
+954
| New | +$210K | 0.01% | 264 |
|
|
2020
Q4 | – | Sell |
-1,119
| Closed | -$206K | – | 362 |
|
|
2020
Q3 | $206K | Buy |
+1,119
| New | +$206K | 0.01% | 314 |
|