HHM Wealth 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 | $66.9K | Buy |
660
+100
| +18% | +$10.1K | 0.01% | 327 |
|
2025
Q1 | $50.5K | Buy |
560
+244
| +77% | +$22K | 0.01% | 363 |
|
2024
Q4 | $36.2K | Buy |
316
+216
| +216% | +$24.7K | ﹤0.01% | 407 |
|
2024
Q3 | $10.7K | Buy |
+100
| New | +$10.7K | ﹤0.01% | 551 |
|
2023
Q4 | – | Sell |
-50
| Closed | -$6.69K | – | 820 |
|
2023
Q3 | $6.69K | Hold |
50
| – | – | ﹤0.01% | 584 |
|
2023
Q2 | $7.44K | Hold |
50
| – | – | ﹤0.01% | 586 |
|
2023
Q1 | $6.6K | Hold |
50
| – | – | ﹤0.01% | 594 |
|
2022
Q4 | $7.07K | Hold |
50
| – | – | ﹤0.01% | 495 |
|
2022
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 494 |
|
2022
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 583 |
|
2022
Q1 | $9K | Hold |
50
| – | – | ﹤0.01% | 553 |
|
2021
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 501 |
|
2021
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 493 |
|
2021
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 471 |
|
2021
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 446 |
|
2020
Q4 | $9K | Hold |
50
| – | – | ﹤0.01% | 428 |
|
2020
Q3 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 401 |
|