Glassman Wealth Services’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24
| Closed | -$2.92K | – | 1826 |
|
|
2023
Q4 | $2.92K | Sell |
24
-9
| -27% | -$1.05K | ﹤0.01% | 1228 |
|
|
2023
Q3 | $4.41K | Buy |
33
+6
| +22% | +$847 | ﹤0.01% | 1108 |
|
|
2023
Q2 | $4.02K | Buy |
27
+1
| +4% | +$137 | ﹤0.01% | 1054 |
|
|
2023
Q1 | $3.43K | Buy |
26
+1
| +4% | +$142 | ﹤0.01% | 1101 |
|
|
2022
Q4 | $3.54K | Sell |
25
-25
| -50% | -$3.56K | ﹤0.01% | 1121 |
|
|
2022
Q3 | $7K | Buy |
50
+19
| +61% | +$3.02K | ﹤0.01% | 916 |
|
|
2022
Q2 | $5K | Buy |
31
+5
| +19% | +$869 | ﹤0.01% | 1034 |
|
|
2022
Q1 | $4K | Sell |
26
-6
| -19% | -$1.22K | ﹤0.01% | 1082 |
|
|
2021
Q4 | $8K | Buy |
32
+4
| +14% | +$878 | ﹤0.01% | 878 |
|
|
2021
Q3 | $6K | Buy |
28
+3
| +12% | +$658 | ﹤0.01% | 935 |
|
|
2021
Q2 | $5K | Buy |
25
+2
| +9% | +$466 | ﹤0.01% | 946 |
|
|
2021
Q1 | $5K | Buy |
23
+1
| +5% | +$198 | ﹤0.01% | 887 |
|
|
2020
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 927 |
|
|
2020
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 857 |
|
|
2020
Q2 | $3K | Buy |
22
+2
| +10% | +$229 | ﹤0.01% | 797 |
|
|
2020
Q1 | $2K | Buy |
20
+13
| +186% | +$1.71K | ﹤0.01% | 765 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q3 | $1K | Buy |
7
+1
| +17% | +$144 | ﹤0.01% | 950 |
|
|
2019
Q2 | $1K | Sell |
6
-3
| -33% | -$402 | ﹤0.01% | 956 |
|
|
2019
Q1 | $1K | Buy |
9
+3
| +50% | +$396 | ﹤0.01% | 920 |
|
|
2018
Q4 | $1K | Buy |
+6
| New | +$681 | ﹤0.01% | 707 |
|
|
2017
Q2 | – | Sell |
-72
| Closed | -$12K | – | 668 |
|
|
2017
Q1 | $12K | Hold |
72
| – | – | 0.01% | 331 |
|
|
2016
Q4 | $13K | Buy |
+72
| New | +$11.9K | 0.01% | 328 |
|
|
2016
Q3 | – | Sell |
-72
| Closed | -$12K | – | 592 |
|
|
2016
Q2 | $12K | Hold |
72
| – | – | 0.01% | 306 |
|
|
2016
Q1 | $13K | Hold |
72
| – | – | 0.01% | 280 |
|
|
2015
Q4 | $11K | Hold |
72
| – | – | 0.01% | 305 |
|
|
2015
Q3 | $11K | Hold |
72
| – | – | 0.01% | 300 |
|
|
2015
Q2 | $12K | Hold |
72
| – | – | 0.01% | 303 |
|
|
2015
Q1 | $15K | Sell |
72
-53
| -42% | -$10.8K | 0.01% | 270 |
|
|
2014
Q4 | $24K | Buy |
+125
| New | +$21.5K | 0.02% | 220 |
|
Other funds holding WHR
