Greatmark Investment 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 | $7.8M | Buy |
76,930
+13,655
| +22% | +$1.38M | 0.98% | 31 |
|
|
2025
Q1 | $5.7M | Buy |
63,275
+7,080
| +13% | +$638K | 0.78% | 33 |
|
|
2024
Q4 | $6.43M | Buy |
56,195
+2,685
| +5% | +$307K | 0.88% | 31 |
|
|
2024
Q3 | $5.73M | Buy |
53,510
+2,800
| +6% | +$300K | 0.78% | 34 |
|
|
2024
Q2 | $5.18M | Buy |
50,710
+9,270
| +22% | +$947K | 0.76% | 37 |
|
|
2024
Q1 | $4.96M | Buy |
41,440
+8,695
| +27% | +$1.04M | 0.7% | 37 |
|
|
2023
Q4 | $3.99M | Buy |
32,745
+6,313
| +24% | +$769K | 0.62% | 37 |
|
|
2023
Q3 | $3.53M | Buy |
26,432
+14,045
| +113% | +$1.88M | 0.62% | 40 |
|
|
2023
Q2 | $1.84M | Sell |
12,387
-1,110
| -8% | -$165K | 0.31% | 57 |
|
|
2023
Q1 | $1.78M | Sell |
13,497
-1,660
| -11% | -$219K | 0.32% | 56 |
|
|
2022
Q4 | $2.14M | Sell |
15,157
-1,317
| -8% | -$186K | 0.39% | 51 |
|
|
2022
Q3 | $2.22M | Buy |
16,474
+1,175
| +8% | +$158K | 0.43% | 47 |
|
|
2022
Q2 | $2.37M | Buy |
15,299
+1,015
| +7% | +$157K | 0.45% | 48 |
|
|
2022
Q1 | $2.47M | Buy |
14,284
+1,975
| +16% | +$341K | 0.41% | 48 |
|
|
2021
Q4 | $2.89M | Sell |
12,309
-100
| -0.8% | -$23.5K | 0.48% | 42 |
|
|
2021
Q3 | $2.53M | Sell |
12,409
-620
| -5% | -$126K | 0.47% | 42 |
|
|
2021
Q2 | $2.84M | Sell |
13,029
-315
| -2% | -$68.7K | 0.51% | 41 |
|
|
2021
Q1 | $2.94M | Sell |
13,344
-1,125
| -8% | -$248K | 0.57% | 39 |
|
|
2020
Q4 | $2.61M | Sell |
14,469
-808
| -5% | -$146K | 0.57% | 39 |
|
|
2020
Q3 | $2.81M | Sell |
15,277
-120
| -0.8% | -$22.1K | 0.71% | 35 |
|
|
2020
Q2 | $1.99M | Buy |
15,397
+115
| +0.8% | +$14.9K | 0.53% | 41 |
|
|
2020
Q1 | $1.31M | Buy |
15,282
+1,705
| +13% | +$146K | 0.42% | 47 |
|
|
2019
Q4 | $2M | Buy |
13,577
+300
| +2% | +$44.3K | 0.49% | 43 |
|
|
2019
Q3 | $2.1M | Buy |
13,277
+430
| +3% | +$68.1K | 0.58% | 42 |
|
|
2019
Q2 | $1.83M | Buy |
12,847
+502
| +4% | +$71.5K | 0.55% | 45 |
|
|
2019
Q1 | $1.64M | Buy |
12,345
+2,900
| +31% | +$385K | 0.52% | 47 |
|
|
2018
Q4 | $1.01M | Buy |
+9,445
| New | +$1.01M | 0.36% | 52 |
|