Foster & Motley’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,177
| Closed | -$387K | – | 404 |
|
|
2023
Q4 | $387K | Sell |
3,177
-3,788
| -54% | -$461K | 0.03% | 291 |
|
|
2023
Q3 | $931K | Sell |
6,965
-1,561
| -18% | -$209K | 0.08% | 202 |
|
|
2023
Q2 | $1.27M | Sell |
8,526
-4,270
| -33% | -$636K | 0.1% | 191 |
|
|
2023
Q1 | $1.69M | Sell |
12,796
-1,756
| -12% | -$232K | 0.14% | 165 |
|
|
2022
Q4 | $2.06M | Sell |
14,552
-1,463
| -9% | -$207K | 0.18% | 151 |
|
|
2022
Q3 | $2.16M | Sell |
16,015
-876
| -5% | -$118K | 0.21% | 130 |
|
|
2022
Q2 | $2.62M | Sell |
16,891
-1,115
| -6% | -$173K | 0.23% | 117 |
|
|
2022
Q1 | $3.11M | Buy |
18,006
+350
| +2% | +$60.5K | 0.24% | 104 |
|
|
2021
Q4 | $4.14M | Buy |
17,656
+652
| +4% | +$153K | 0.32% | 78 |
|
|
2021
Q3 | $3.47M | Buy |
17,004
+2,405
| +16% | +$490K | 0.29% | 89 |
|
|
2021
Q2 | $3.18M | Buy |
14,599
+3,839
| +36% | +$837K | 0.27% | 99 |
|
|
2021
Q1 | $2.37M | Buy |
10,760
+910
| +9% | +$201K | 0.2% | 114 |
|
|
2020
Q4 | $1.78M | Buy |
9,850
+1,848
| +23% | +$334K | 0.17% | 124 |
|
|
2020
Q3 | $1.47M | Buy |
8,002
+744
| +10% | +$137K | 0.17% | 124 |
|
|
2020
Q2 | $940K | Buy |
7,258
+932
| +15% | +$121K | 0.12% | 149 |
|
|
2020
Q1 | $543K | Buy |
+6,326
| New | +$543K | 0.08% | 167 |
|