Guyasuta Investment Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,125
| Closed | -$418K | – | 253 |
|
|
2023
Q3 | $418K | Buy |
3,125
+125
| +4% | +$16.7K | 0.03% | 160 |
|
|
2023
Q2 | $446K | Sell |
3,000
-2,000
| -40% | -$298K | 0.03% | 162 |
|
|
2023
Q1 | $660K | Buy |
+5,000
| New | +$660K | 0.05% | 129 |
|
|
2017
Q3 | – | Sell |
-3,090
| Closed | -$592K | – | 217 |
|
|
2017
Q2 | $592K | Sell |
3,090
-1,525
| -33% | -$292K | 0.07% | 121 |
|
|
2017
Q1 | $791K | Sell |
4,615
-225
| -5% | -$38.6K | 0.1% | 116 |
|
|
2016
Q4 | $880K | Hold |
4,840
| – | – | 0.11% | 106 |
|
|
2016
Q3 | $785K | Hold |
4,840
| – | – | 0.1% | 111 |
|
|
2016
Q2 | $806K | Hold |
4,840
| – | – | 0.11% | 104 |
|
|
2016
Q1 | $872K | Sell |
4,840
-70
| -1% | -$12.6K | 0.12% | 95 |
|
|
2015
Q4 | $721K | Buy |
+4,910
| New | +$721K | 0.1% | 111 |
|