Investment House LLC’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,575
| Closed | -$322K | – | 234 |
|
|
2025
Q1 | $322K | Sell |
3,575
-1,775
| -33% | -$188K | 0.02% | 194 |
|
|
2024
Q4 | $612K | Sell |
5,350
-250
| -4% | -$27.6K | 0.03% | 155 |
|
|
2024
Q3 | $599K | Sell |
5,600
-250
| -4% | -$25.1K | 0.03% | 162 |
|
|
2024
Q2 | $598K | Buy |
5,850
+1,796
| +44% | +$175K | 0.03% | 153 |
|
|
2024
Q1 | $485K | Buy |
4,054
+800
| +25% | +$89.2K | 0.03% | 162 |
|
|
2023
Q4 | $396K | Buy |
3,254
+350
| +12% | +$40.8K | 0.03% | 159 |
|
|
2023
Q3 | $388K | Sell |
2,904
-1,143
| -28% | -$161K | 0.03% | 151 |
|
|
2023
Q2 | $602K | Sell |
4,047
-2,025
| -33% | -$278K | 0.05% | 138 |
|
|
2023
Q1 | $802K | Sell |
6,072
-335
| -5% | -$47.7K | 0.07% | 123 |
|
|
2022
Q4 | $906K | Buy |
6,407
+125
| +2% | +$17.8K | 0.08% | 103 |
|
|
2022
Q3 | $847K | Sell |
6,282
-175
| -3% | -$27.9K | 0.08% | 108 |
|
|
2022
Q2 | $1M | Sell |
6,457
-275
| -4% | -$47.8K | 0.09% | 101 |
|
|
2022
Q1 | $1.16M | Sell |
6,732
-15
| -0.2% | -$3.04K | 0.08% | 100 |
|
|
2021
Q4 | $1.58M | Sell |
6,747
-825
| -11% | -$181K | 0.1% | 96 |
|
|
2021
Q3 | $1.54M | Hold |
7,572
| – | – | 0.11% | 91 |
|
|
2021
Q2 | $1.65M | Hold |
7,572
| – | – | 0.12% | 100 |
|
|
2021
Q1 | $1.67M | Hold |
7,572
| – | – | 0.13% | 90 |
|
|
2020
Q4 | $1.37M | Sell |
7,572
-3
| -0% | -$575 | 0.1% | 113 |
|
|
2020
Q3 | $1.39M | Hold |
7,575
| – | – | 0.11% | 104 |
|
|
2020
Q2 | $981K | Sell |
7,575
-7,560
| -50% | -$865K | 0.09% | 110 |
|
|
2020
Q1 | $1.3M | Sell |
15,135
-955
| -6% | -$125K | 0.15% | 91 |
|
|
2019
Q4 | $2.37M | Sell |
16,090
-225
| -1% | -$34K | 0.22% | 87 |
|
|
2019
Q3 | $2.58M | Sell |
16,315
-200
| -1% | -$28.7K | 0.26% | 82 |
|
|
2019
Q2 | $2.35M | Buy |
16,515
+101
| +0.6% | +$13.5K | 0.25% | 82 |
|
|
2019
Q1 | $2.18M | Sell |
16,414
-425
| -3% | -$56.1K | 0.24% | 81 |
|
|
2018
Q4 | $1.8M | Sell |
16,839
-4,635
| -22% | -$526K | 0.22% | 87 |
|
|
2018
Q3 | $2.55M | Sell |
21,474
-2,350
| -10% | -$312K | 0.27% | 80 |
|
|
2018
Q2 | $3.48M | Sell |
23,824
-1,586
| -6% | -$241K | 0.4% | 65 |
|
|
2018
Q1 | $3.89M | Sell |
25,410
-538
| -2% | -$89.9K | 0.48% | 61 |
|
|
2017
Q4 | $4.38M | Sell |
25,948
-455
| -2% | -$77.1K | 0.53% | 57 |
|
|
2017
Q3 | $4.87M | Buy |
26,403
+500
| +2% | +$89.4K | 0.64% | 54 |
|
|
2017
Q2 | $4.96M | Sell |
25,903
-75
| -0.3% | -$13.7K | 0.67% | 53 |
|
|
2017
Q1 | $4.45M | Sell |
25,978
-1,500
| -5% | -$266K | 0.63% | 57 |
|
|
2016
Q4 | $5M | Buy |
27,478
+62
| +0.2% | +$10.3K | 0.76% | 47 |
|
|
2016
Q3 | $4.45M | Sell |
27,416
-350
| -1% | -$62K | 0.67% | 53 |
|
|
2016
Q2 | $4.63M | Sell |
27,766
-184
| -0.7% | -$32.5K | 0.74% | 50 |
|
|
2016
Q1 | $5.04M | Buy |
27,950
+350
| +1% | +$52.2K | 0.8% | 46 |
|
|
2015
Q4 | $4.05M | Buy |
27,600
+1,980
| +8% | +$307K | 0.66% | 53 |
|
|
2015
Q3 | $3.77M | Buy |
25,620
+705
| +3% | +$119K | 0.66% | 52 |
|
|
2015
Q2 | $4.31M | Sell |
24,915
-125
| -0.5% | -$23.5K | 0.69% | 49 |
|
|
2015
Q1 | $5.06M | Hold |
25,040
| – | – | 0.82% | 46 |
|
|
2014
Q4 | $4.85M | Hold |
25,040
| – | – | 0.78% | 44 |
|
|
2014
Q3 | $3.65M | Buy |
25,040
+50
| +0.2% | +$7.39K | 0.61% | 54 |
|
|
2014
Q2 | $3.48M | Hold |
24,990
| – | – | 0.6% | 57 |
|
|
2014
Q1 | $3.73M | Buy |
24,990
+1,295
| +5% | +$187K | 0.66% | 53 |
|
|
2013
Q4 | $3.72M | Buy |
23,695
+85
| +0.4% | +$12.5K | 0.67% | 52 |
|
|
2013
Q3 | $3.46M | Sell |
23,610
-175
| -0.7% | -$23.1K | 0.7% | 52 |
|
|
2013
Q2 | $2.72M | Buy |
+23,785
| New | +$2.88M | 0.59% | 63 |
|
Other funds holding WHR
