Horizon Investments’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 |
-31
| Closed | -$2.79K | – | 1129 |
|
|
2025
Q1 | $2.79K | Buy |
31
+29
| +1,450% | +$2.61K | ﹤0.01% | 700 |
|
|
2024
Q4 | $229 | Buy |
+2
| New | +$229 | ﹤0.01% | 858 |
|
|
2024
Q1 | – | Sell |
-1,117
| Closed | -$136K | – | 861 |
|
|
2023
Q4 | $136K | Buy |
1,117
+125
| +13% | +$15.2K | ﹤0.01% | 586 |
|
|
2023
Q3 | $133K | Buy |
992
+10
| +1% | +$1.34K | ﹤0.01% | 587 |
|
|
2023
Q2 | $146K | Buy |
982
+42
| +4% | +$6.25K | ﹤0.01% | 580 |
|
|
2023
Q1 | $124K | Buy |
+940
| New | +$124K | ﹤0.01% | 583 |
|
|
2022
Q2 | – | Sell |
-2,039
| Closed | -$352K | – | 553 |
|
|
2022
Q1 | $352K | Buy |
+2,039
| New | +$352K | 0.01% | 410 |
|
|
2021
Q4 | – | Sell |
-13,563
| Closed | -$2.77M | – | 513 |
|
|
2021
Q3 | $2.77M | Buy |
13,563
+11,775
| +659% | +$2.4M | 0.07% | 116 |
|
|
2021
Q2 | $390K | Sell |
1,788
-514
| -22% | -$112K | 0.01% | 358 |
|
|
2021
Q1 | $507K | Buy |
+2,302
| New | +$507K | 0.02% | 296 |
|
|
2019
Q3 | – | Sell |
-2,735
| Closed | -$389K | – | 545 |
|
|
2019
Q2 | $389K | Buy |
2,735
+743
| +37% | +$106K | 0.01% | 300 |
|
|
2019
Q1 | $262K | Buy |
+1,992
| New | +$262K | 0.01% | 290 |
|
|
2016
Q4 | – | Sell |
-1,408
| Closed | -$228K | – | 190 |
|
|
2016
Q3 | $228K | Buy |
+1,408
| New | +$228K | 0.02% | 103 |
|