IHT Wealth Management’s Whirlpool WHR Stock Holding History

IHT Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,097	Closed	-$224K	–	1220
2024 Q3	$224K	Buy	+2,097	New	+$211K	0.01%	1044
2024 Q1	–	Sell	-1,818	Closed	-$221K	–	1071
2023 Q4	$221K	Sell	1,818 -264	-13%	-$30.8K	0.01%	881
2023 Q3	$278K	Buy	2,082 +178	+9%	+$25.1K	0.01%	760
2023 Q2	$283K	Buy	+1,904	New	+$262K	0.01%	750
2018 Q2	–	Sell	-327	Closed	-$49K	–	1374
2018 Q1	$49K	Sell	327 -76	-19%	-$12.7K	0.01%	690
2017 Q4	$68K	Sell	403 -222	-36%	-$37.6K	0.02%	602
2017 Q3	$112K	Buy	625 +253	+68%	+$45.2K	0.05%	332
2017 Q2	$3K	Sell	372 -256	-41%	-$46.8K	﹤0.01%	1186
2017 Q1	$104K	Sell	628 -124	-16%	-$22K	0.07%	273
2016 Q4	$138K	Buy	+752	New	+$125K	0.1%	219

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IHT Wealth Management's WHR Position: Q4 2024 in Review

IHT Wealth Management sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 2,097 shares — an estimated $224K sold.

IHT Wealth Management first reported a position in WHR in Q4 2016 and held it in 10 quarters. The position peaked at $283K in Q2 2023. 545 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

IHT Wealth Management reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
IHT Wealth Management sold 2,097 Whirlpool shares in Q4 2024, an estimated $224K.
IHT Wealth Management first reported a position in Whirlpool in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's Whirlpool position peaked at $283K in Q2 2023.
545 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.