IFG Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
4,141
+1,000
| +32% | +$101K | 0.02% | 508 |
|
|
2025
Q1 | $283K | Buy |
3,141
+45
| +1% | +$4.06K | 0.02% | 579 |
|
|
2024
Q4 | $354K | Buy |
+3,096
| New | +$354K | 0.02% | 498 |
|
|
2024
Q3 | – | Sell |
-3,029
| Closed | -$310K | – | 625 |
|
|
2024
Q2 | $310K | Buy |
+3,029
| New | +$310K | 0.02% | 508 |
|
|
2024
Q1 | – | Sell |
-2,737
| Closed | -$333K | – | 589 |
|
|
2023
Q4 | $333K | Buy |
2,737
+146
| +6% | +$17.8K | 0.02% | 453 |
|
|
2023
Q3 | $347K | Buy |
+2,591
| New | +$347K | 0.03% | 410 |
|
|
2023
Q2 | – | Sell |
-2,137
| Closed | -$282K | – | 507 |
|
|
2023
Q1 | $282K | Sell |
2,137
-5,430
| -72% | -$717K | 0.03% | 419 |
|
|
2022
Q4 | $1.07M | Buy |
7,567
+2,483
| +49% | +$351K | 0.11% | 201 |
|
|
2022
Q3 | $685K | Buy |
5,084
+1,587
| +45% | +$214K | 0.06% | 271 |
|
|
2022
Q2 | $541K | Buy |
3,497
+2,094
| +149% | +$324K | 0.06% | 279 |
|
|
2022
Q1 | $242K | Buy |
1,403
+61
| +5% | +$10.5K | 0.02% | 439 |
|
|
2021
Q4 | $314K | Sell |
1,342
-1,485
| -53% | -$347K | 0.03% | 394 |
|
|
2021
Q3 | $576K | Buy |
2,827
+12
| +0.4% | +$2.45K | 0.06% | 267 |
|
|
2021
Q2 | $613K | Sell |
2,815
-28
| -1% | -$6.1K | 0.07% | 257 |
|
|
2021
Q1 | $626K | Buy |
2,843
+48
| +2% | +$10.6K | 0.08% | 260 |
|
|
2020
Q4 | $504K | Buy |
2,795
+1,199
| +75% | +$216K | 0.07% | 258 |
|
|
2020
Q3 | $293K | Sell |
1,596
-169
| -10% | -$31K | 0.05% | 325 |
|
|
2020
Q2 | $228K | Buy |
+1,765
| New | +$228K | 0.04% | 354 |
|
|
2020
Q1 | – | Sell |
-2,008
| Closed | -$296K | – | 420 |
|
|
2019
Q4 | $296K | Hold |
2,008
| – | – | 0.05% | 312 |
|
|
2019
Q3 | $318K | Sell |
2,008
-47
| -2% | -$7.44K | 0.06% | 290 |
|
|
2019
Q2 | $292K | Sell |
2,055
-25
| -1% | -$3.55K | 0.05% | 278 |
|
|
2019
Q1 | $276K | Buy |
+2,080
| New | +$276K | 0.05% | 274 |
|