IPG Investment 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 | $6.31M | Buy |
62,230
+21,547
| +53% | +$2.19M | 1.23% | 23 |
|
2025
Q1 | $3.67M | Sell |
40,683
-4,157
| -9% | -$375K | 0.83% | 32 |
|
2024
Q4 | $5.13M | Sell |
44,840
-9,300
| -17% | -$1.06M | 1.17% | 24 |
|
2024
Q3 | $5.79M | Buy |
54,140
+825
| +2% | +$88.3K | 1.26% | 22 |
|
2024
Q2 | $5.45M | Buy |
+53,315
| New | +$5.45M | 1.19% | 24 |
|