Greenleaf Trust’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,584
| Closed | -$503K | – | 850 |
|
|
2025
Q1 | $503K | Buy |
5,584
+3,133
| +128% | +$282K | ﹤0.01% | 495 |
|
|
2024
Q4 | $281K | Buy |
2,451
+1
| +0% | +$114 | ﹤0.01% | 672 |
|
|
2024
Q3 | $262K | Buy |
2,450
+356
| +17% | +$38.1K | ﹤0.01% | 711 |
|
|
2024
Q2 | $214K | Buy |
2,094
+214
| +11% | +$21.9K | ﹤0.01% | 742 |
|
|
2024
Q1 | $225K | Buy |
1,880
+141
| +8% | +$16.9K | ﹤0.01% | 710 |
|
|
2023
Q4 | $212K | Sell |
1,739
-115
| -6% | -$14K | ﹤0.01% | 710 |
|
|
2023
Q3 | $248K | Buy |
1,854
+21
| +1% | +$2.81K | ﹤0.01% | 640 |
|
|
2023
Q2 | $273K | Buy |
1,833
+22
| +1% | +$3.27K | ﹤0.01% | 623 |
|
|
2023
Q1 | $239K | Buy |
1,811
+16
| +0.9% | +$2.11K | ﹤0.01% | 677 |
|
|
2022
Q4 | $254K | Sell |
1,795
-64
| -3% | -$9.06K | ﹤0.01% | 641 |
|
|
2022
Q3 | $251K | Sell |
1,859
-69
| -4% | -$9.32K | ﹤0.01% | 600 |
|
|
2022
Q2 | $299K | Sell |
1,928
-129
| -6% | -$20K | ﹤0.01% | 555 |
|
|
2022
Q1 | $355K | Sell |
2,057
-34
| -2% | -$5.87K | ﹤0.01% | 531 |
|
|
2021
Q4 | $491K | Buy |
2,091
+31
| +2% | +$7.28K | 0.01% | 421 |
|
|
2021
Q3 | $420K | Buy |
2,060
+60
| +3% | +$12.2K | 0.01% | 453 |
|
|
2021
Q2 | $436K | Buy |
2,000
+80
| +4% | +$17.4K | 0.01% | 438 |
|
|
2021
Q1 | $423K | Buy |
1,920
+256
| +15% | +$56.4K | 0.01% | 431 |
|
|
2020
Q4 | $300K | Buy |
1,664
+26
| +2% | +$4.69K | ﹤0.01% | 456 |
|
|
2020
Q3 | $301K | Buy |
1,638
+21
| +1% | +$3.86K | ﹤0.01% | 415 |
|
|
2020
Q2 | $209K | Buy |
+1,617
| New | +$209K | ﹤0.01% | 501 |
|
|
2018
Q1 | – | Sell |
-47
| Closed | -$8K | – | 669 |
|
|
2017
Q4 | $8K | Sell |
47
-64
| -58% | -$10.9K | ﹤0.01% | 670 |
|
|
2017
Q3 | $20K | Buy |
+111
| New | +$20K | ﹤0.01% | 578 |
|