IFP 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 | $156K | Sell |
730
-130
| -15% | -$27.8K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $77.5K | Sell |
860
-6
| -0.7% | -$541 | ﹤0.01% | 1675 |
|
|
2024
Q4 | $99.2K | Sell |
866
-130
| -13% | -$14.9K | ﹤0.01% | 1471 |
|
|
2024
Q3 | $107K | Buy |
996
+98
| +11% | +$10.5K | ﹤0.01% | 1375 |
|
|
2024
Q2 | $91.8K | Buy |
898
+20
| +2% | +$2.04K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $105K | Buy |
878
+344
| +64% | +$41.2K | ﹤0.01% | 1267 |
|
|
2023
Q4 | $65K | Sell |
534
-17
| -3% | -$2.07K | ﹤0.01% | 1438 |
|
|
2023
Q3 | $73.7K | Sell |
551
-9
| -2% | -$1.2K | ﹤0.01% | 1403 |
|
|
2023
Q2 | $83.5K | Sell |
560
-34
| -6% | -$5.07K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $87.4K | Sell |
594
-1,184
| -67% | -$174K | ﹤0.01% | 1318 |
|
|
2022
Q4 | $260K | Sell |
1,778
-177
| -9% | -$25.9K | 0.01% | 1217 |
|
|
2022
Q3 | $286K | Buy |
1,955
+245
| +14% | +$35.8K | 0.01% | 1221 |
|
|
2022
Q2 | $248K | Hold |
1,710
| – | – | 0.01% | 1173 |
|
|
2022
Q1 | $248K | Buy |
1,710
+1,399
| +450% | +$203K | 0.01% | 1173 |
|
|
2021
Q4 | $74K | Buy |
311
+15
| +5% | +$3.57K | ﹤0.01% | 1377 |
|
|
2021
Q3 | $60K | Buy |
296
+19
| +7% | +$3.85K | ﹤0.01% | 1466 |
|
|
2021
Q2 | $61K | Buy |
277
+13
| +5% | +$2.86K | ﹤0.01% | 1441 |
|
|
2021
Q1 | $58K | Sell |
264
-86
| -25% | -$18.9K | ﹤0.01% | 1405 |
|
|
2020
Q4 | $63K | Sell |
350
-575
| -62% | -$104K | ﹤0.01% | 1343 |
|
|
2020
Q3 | $168K | Buy |
925
+464
| +101% | +$84.3K | 0.01% | 772 |
|
|
2020
Q2 | $60K | Buy |
461
+1
| +0.2% | +$130 | ﹤0.01% | 1137 |
|
|
2020
Q1 | $38K | Buy |
460
+82
| +22% | +$6.77K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $55K | Sell |
378
-47
| -11% | -$6.84K | ﹤0.01% | 1216 |
|
|
2019
Q3 | $64K | Buy |
+425
| New | +$64K | ﹤0.01% | 1262 |
|
|
2019
Q1 | – | Sell |
-289
| Closed | -$31K | – | 3433 |
|
|
2018
Q4 | $31K | Sell |
289
-19
| -6% | -$2.04K | ﹤0.01% | 1869 |
|
|
2018
Q3 | $37K | Buy |
308
+24
| +8% | +$2.88K | ﹤0.01% | 2048 |
|
|
2018
Q2 | $42K | Sell |
284
-299
| -51% | -$44.2K | ﹤0.01% | 2008 |
|
|
2018
Q1 | $98K | Hold |
583
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q4 | $98K | Sell |
583
-334
| -36% | -$56.1K | ﹤0.01% | 1398 |
|
|
2017
Q3 | $169K | Sell |
917
-1,821
| -67% | -$336K | 0.01% | 1234 |
|
|
2017
Q2 | $525K | Buy |
2,738
+1,479
| +117% | +$284K | 0.02% | 664 |
|
|
2017
Q1 | $216K | Sell |
1,259
-369
| -23% | -$63.3K | 0.01% | 1070 |
|
|
2016
Q4 | $296K | Buy |
1,628
+503
| +45% | +$91.5K | 0.01% | 863 |
|
|
2016
Q3 | $182K | Buy |
1,125
+292
| +35% | +$47.2K | 0.01% | 1044 |
|
|
2016
Q2 | $139K | Buy |
+833
| New | +$139K | 0.01% | 1159 |
|
|
2016
Q1 | – | Sell |
-583
| Closed | -$86K | – | 3464 |
|
|
2015
Q4 | $86K | Buy |
+583
| New | +$86K | 0.01% | 1257 |
|