Geneos Wealth 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 | $67.9K | Sell |
669
-2,099
| -76% | -$213K | ﹤0.01% | 1422 |
|
|
2025
Q1 | $249K | Buy |
2,768
+2,113
| +323% | +$190K | ﹤0.01% | 1139 |
|
|
2024
Q4 | $75K | Buy |
655
+6
| +0.9% | +$687 | ﹤0.01% | 1166 |
|
|
2024
Q3 | $69.5K | Buy |
649
+293
| +82% | +$31.4K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $36.4K | Buy |
356
+136
| +62% | +$13.9K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $26.3K | Sell |
220
-44
| -17% | -$5.26K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $32.1K | Sell |
264
-1,907
| -88% | -$232K | ﹤0.01% | 1209 |
|
|
2023
Q3 | $290K | Buy |
2,171
+58
| +3% | +$7.76K | 0.01% | 586 |
|
|
2023
Q2 | $314K | Buy |
2,113
+1,498
| +244% | +$223K | 0.02% | 577 |
|
|
2023
Q1 | $81.2K | Buy |
615
+438
| +247% | +$57.9K | ﹤0.01% | 912 |
|
|
2022
Q4 | $25.1K | Hold |
177
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q3 | $23K | Sell |
177
-89
| -33% | -$11.6K | ﹤0.01% | 1279 |
|
|
2022
Q2 | $41K | Buy |
266
+62
| +30% | +$9.56K | ﹤0.01% | 1376 |
|
|
2022
Q1 | $35K | Buy |
204
+100
| +96% | +$17.2K | ﹤0.01% | 1534 |
|
|
2021
Q4 | $24K | Sell |
104
-22
| -17% | -$5.08K | ﹤0.01% | 1806 |
|
|
2021
Q3 | $25K | Hold |
126
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q2 | $28K | Sell |
126
-6
| -5% | -$1.33K | ﹤0.01% | 1756 |
|
|
2021
Q1 | $31K | Buy |
132
+6
| +5% | +$1.41K | ﹤0.01% | 1867 |
|
|
2020
Q4 | $28K | Sell |
126
-100
| -44% | -$22.2K | ﹤0.01% | 1738 |
|
|
2020
Q3 | $40K | Buy |
226
+15
| +7% | +$2.66K | ﹤0.01% | 1354 |
|
|
2020
Q2 | $25K | Buy |
211
+58
| +38% | +$6.87K | ﹤0.01% | 1527 |
|
|
2020
Q1 | $12K | Sell |
153
-76
| -33% | -$5.96K | ﹤0.01% | 1749 |
|
|
2019
Q4 | $33K | Buy |
229
+88
| +62% | +$12.7K | ﹤0.01% | 1466 |
|
|
2019
Q3 | $21K | Sell |
141
-108
| -43% | -$16.1K | ﹤0.01% | 1590 |
|
|
2019
Q2 | $35K | Sell |
249
-259
| -51% | -$36.4K | ﹤0.01% | 1371 |
|
|
2019
Q1 | $67K | Sell |
508
-40,982
| -99% | -$5.41M | ﹤0.01% | 1009 |
|
|
2018
Q4 | $4.46M | Buy |
41,490
+41,396
| +44,038% | +$4.45M | 0.33% | 75 |
|
|
2018
Q3 | $11K | Sell |
94
-100
| -52% | -$11.7K | ﹤0.01% | 1821 |
|
|
2018
Q2 | $28K | Hold |
194
| – | – | ﹤0.01% | 1319 |
|
|
2018
Q1 | $29K | Buy |
194
+23
| +13% | +$3.44K | ﹤0.01% | 1240 |
|
|
2017
Q4 | $28K | Hold |
171
| – | – | ﹤0.01% | 1264 |
|
|
2017
Q3 | $31K | Hold |
171
| – | – | ﹤0.01% | 1160 |
|
|
2017
Q2 | $32K | Buy |
171
+100
| +141% | +$18.7K | ﹤0.01% | 1104 |
|
|
2017
Q1 | $12K | Buy |
71
+44
| +163% | +$7.44K | ﹤0.01% | 1437 |
|
|
2016
Q4 | $4K | Hold |
27
| – | – | ﹤0.01% | 1713 |
|
|
2016
Q3 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 1655 |
|
|
2016
Q2 | – | Sell |
-128
| Closed | -$23K | – | 1859 |
|
|
2016
Q1 | $23K | Buy |
+128
| New | +$23K | ﹤0.01% | 1052 |
|