Independent Advisor Alliance’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,483
| Closed | -$284K | – | 1369 |
|
|
2024
Q4 | $284K | Buy |
2,483
+44
| +2% | +$4.86K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $261K | Sell |
2,439
-3
| -0.1% | -$302 | 0.01% | 606 |
|
|
2024
Q2 | $250K | Sell |
2,442
-42
| -2% | -$4.09K | 0.01% | 619 |
|
|
2024
Q1 | $297K | Sell |
2,484
-52
| -2% | -$5.8K | 0.01% | 572 |
|
|
2023
Q4 | $309K | Sell |
2,536
-55
| -2% | -$6.41K | 0.01% | 544 |
|
|
2023
Q3 | $346K | Sell |
2,591
-74
| -3% | -$10.5K | 0.02% | 485 |
|
|
2023
Q2 | $397K | Buy |
2,665
+787
| +42% | +$108K | 0.02% | 473 |
|
|
2023
Q1 | $248K | Buy |
+1,878
| New | +$267K | 0.01% | 561 |
|
|
2022
Q4 | – | Sell |
-1,666
| Closed | -$225K | – | 631 |
|
|
2022
Q3 | $225K | Sell |
1,666
-191
| -10% | -$30.4K | 0.01% | 555 |
|
|
2022
Q2 | $288K | Buy |
1,857
+279
| +18% | +$48.5K | 0.02% | 495 |
|
|
2022
Q1 | $273K | Sell |
1,578
-4,704
| -75% | -$953K | 0.01% | 519 |
|
|
2021
Q4 | $1.47M | Buy |
6,282
+116
| +2% | +$25.5K | 0.07% | 214 |
|
|
2021
Q3 | $1.26M | Buy |
6,166
+59
| +1% | +$12.9K | 0.07% | 227 |
|
|
2021
Q2 | $1.33M | Buy |
6,107
+291
| +5% | +$67.8K | 0.07% | 218 |
|
|
2021
Q1 | $1.28M | Buy |
5,816
+182
| +3% | +$36.1K | 0.08% | 213 |
|
|
2020
Q4 | $1.02M | Buy |
5,634
+1,838
| +48% | +$352K | 0.07% | 213 |
|
|
2020
Q3 | $698K | Buy |
+3,796
| New | +$631K | 0.05% | 235 |
|
|
2019
Q1 | – | Sell |
-2,575
| Closed | -$275K | – | 476 |
|
|
2018
Q4 | $275K | Buy |
+2,575
| New | +$292K | 0.05% | 306 |
|
|
2017
Q3 | – | Sell |
-1,401
| Closed | -$270K | – | 282 |
|
|
2017
Q2 | $270K | Buy |
+1,401
| New | +$256K | 0.09% | 199 |
|
Other funds holding WHR
