HWA
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Heritage Wealth Advisors’s Whirlpool WHR Stock Holding History

Heritage Wealth Advisors’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$916 – 649
2024
Q4 		$916 Buy
8
+1
+14% +$115 ﹤0.01% 579
2024
Q3 		$749 Buy
+7
New +$749 ﹤0.01% 579