IMA Advisory Services’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101 | Buy |
+1
| New | +$101 | ﹤0.01% | 550 |
|
|
2018
Q3 | – | Sell |
-6
| Closed | -$1K | – | 470 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 459 |
|
|
2016
Q1 | – | Sell |
-1,755
| Closed | -$239K | – | 132 |
|
|
2015
Q4 | $239K | Buy |
1,755
+160
| +10% | +$21.8K | 0.15% | 101 |
|
|
2015
Q3 | $216K | Sell |
1,595
-110
| -6% | -$14.9K | 0.14% | 110 |
|
|
2015
Q2 | $295K | Buy |
1,705
+125
| +8% | +$21.6K | 0.14% | 120 |
|
|
2015
Q1 | $319K | Buy |
1,580
+150
| +10% | +$30.3K | 0.16% | 118 |
|
|
2014
Q4 | $277K | Hold |
1,430
| – | – | 0.14% | 127 |
|
|
2014
Q3 | $208K | Buy |
+1,430
| New | +$208K | 0.1% | 153 |
|