Harvest Investment Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
15,665
+1,568
| +11% | +$159K | 1.02% | 36 |
|
|
2025
Q1 | $1.27M | Buy |
14,097
+2,655
| +23% | +$239K | 0.92% | 44 |
|
|
2024
Q4 | $1.31M | Sell |
11,442
-50
| -0.4% | -$5.72K | 0.91% | 43 |
|
|
2024
Q3 | $1.23M | Buy |
11,492
+1,390
| +14% | +$149K | 0.84% | 48 |
|
|
2024
Q2 | $1.03M | Buy |
10,102
+535
| +6% | +$54.7K | 0.76% | 51 |
|
|
2024
Q1 | $1.14M | Buy |
9,567
+330
| +4% | +$39.5K | 0.86% | 50 |
|
|
2023
Q4 | $1.12M | Buy |
9,237
+274
| +3% | +$33.4K | 0.9% | 49 |
|
|
2023
Q3 | $1.2M | Buy |
8,963
+98
| +1% | +$13.1K | 1.07% | 42 |
|
|
2023
Q2 | $1.32M | Buy |
8,865
+45
| +0.5% | +$6.7K | 1.13% | 35 |
|
|
2023
Q1 | $1.16M | Buy |
8,820
+194
| +2% | +$25.6K | 1.04% | 45 |
|
|
2022
Q4 | $1.22M | Buy |
+8,626
| New | +$1.22M | 1.15% | 42 |
|