Global Retirement Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.3K | Buy |
+644
| New | +$65.3K | ﹤0.01% | 1630 |
|
|
2024
Q4 | $77.8K | Sell |
680
-16
| -2% | -$1.83K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $74.5K | Buy |
696
+375
| +117% | +$40.1K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $32.8K | Buy |
321
+28
| +10% | +$2.86K | ﹤0.01% | 1748 |
|
|
2024
Q1 | $35.1K | Sell |
293
-360
| -55% | -$43.1K | ﹤0.01% | 1567 |
|
|
2023
Q4 | $73.5K | Buy |
653
+432
| +195% | +$48.7K | ﹤0.01% | 1190 |
|
|
2023
Q3 | $28.5K | Buy |
221
+136
| +160% | +$17.5K | ﹤0.01% | 1516 |
|
|
2023
Q2 | $12.6K | Hold |
85
| – | – | ﹤0.01% | 1875 |
|
|
2023
Q1 | $12K | Sell |
85
-219
| -72% | -$30.9K | ﹤0.01% | 1847 |
|
|
2022
Q4 | $43K | Sell |
304
-338
| -53% | -$47.8K | ﹤0.01% | 1148 |
|
|
2022
Q3 | $89K | Buy |
642
+153
| +31% | +$21.2K | 0.01% | 824 |
|
|
2022
Q2 | $76K | Buy |
489
+11
| +2% | +$1.71K | 0.01% | 849 |
|
|
2022
Q1 | $80K | Buy |
+478
| New | +$80K | 0.01% | 829 |
|
|
2021
Q4 | – | Sell |
-499
| Closed | -$102K | – | 1812 |
|
|
2021
Q3 | $102K | Hold |
499
| – | – | 0.01% | 649 |
|
|
2021
Q2 | $109K | Buy |
499
+325
| +187% | +$71K | 0.01% | 615 |
|
|
2021
Q1 | $38K | Buy |
174
+142
| +444% | +$31K | ﹤0.01% | 890 |
|
|
2020
Q4 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 1413 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | -$2K | – | 1572 |
|
|
2018
Q3 | $2K | Sell |
14
-6
| -30% | -$857 | ﹤0.01% | 1425 |
|
|
2018
Q2 | $3K | Sell |
20
-158
| -89% | -$23.7K | ﹤0.01% | 1340 |
|
|
2018
Q1 | $27K | Buy |
178
+28
| +19% | +$4.25K | 0.01% | 683 |
|
|
2017
Q4 | $25K | Sell |
150
-33
| -18% | -$5.5K | 0.01% | 668 |
|
|
2017
Q3 | $34K | Sell |
183
-2
| -1% | -$372 | 0.01% | 513 |
|
|
2017
Q2 | $35K | Buy |
185
+71
| +62% | +$13.4K | 0.02% | 484 |
|
|
2017
Q1 | $20K | Sell |
114
-1,284
| -92% | -$225K | 0.01% | 562 |
|
|
2016
Q4 | $254K | Buy |
+1,398
| New | +$254K | 0.17% | 119 |
|