JCM
Jacobi Capital Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
4,129
+453
| +12% | +$45.9K | 0.03% | 425 |
|
|
2025
Q1 | $331K | Buy |
3,676
+366
| +11% | +$33K | 0.02% | 458 |
|
|
2024
Q4 | $379K | Sell |
3,310
-4
| -0.1% | -$458 | 0.03% | 410 |
|
|
2024
Q3 | $355K | Buy |
3,314
+832
| +34% | +$89K | 0.03% | 422 |
|
|
2024
Q2 | $254K | Buy |
2,482
+270
| +12% | +$27.6K | 0.02% | 448 |
|
|
2024
Q1 | $265K | Buy |
+2,212
| New | +$265K | 0.02% | 418 |
|
|
2023
Q3 | – | Sell |
-1,461
| Closed | -$217K | – | 451 |
|
|
2023
Q2 | $217K | Buy |
+1,461
| New | +$217K | 0.02% | 413 |
|
|
2023
Q1 | – | Sell |
-1,440
| Closed | -$204K | – | 429 |
|
|
2022
Q4 | $204K | Buy |
+1,440
| New | +$204K | 0.03% | 401 |
|
|
2022
Q3 | – | Sell |
-1,579
| Closed | -$245K | – | 422 |
|
|
2022
Q2 | $245K | Sell |
1,579
-43
| -3% | -$6.67K | 0.03% | 367 |
|
|
2022
Q1 | $280K | Buy |
1,622
+162
| +11% | +$28K | 0.03% | 355 |
|
|
2021
Q4 | $343K | Buy |
1,460
+62
| +4% | +$14.6K | 0.04% | 330 |
|
|
2021
Q3 | $285K | Buy |
1,398
+96
| +7% | +$19.6K | 0.04% | 336 |
|
|
2021
Q2 | $284K | Buy |
1,302
+10
| +0.8% | +$2.18K | 0.04% | 329 |
|
|
2021
Q1 | $285K | Hold |
1,292
| – | – | 0.04% | 300 |
|
|
2020
Q4 | $233K | Hold |
1,292
| – | – | 0.04% | 299 |
|
|
2020
Q3 | $238K | Hold |
1,292
| – | – | 0.04% | 277 |
|
|
2020
Q2 | $167K | Buy |
1,292
+1,211
| +1,495% | +$157K | 0.03% | 306 |
|
|
2020
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 776 |
|
|
2019
Q4 | $12K | Hold |
81
| – | – | ﹤0.01% | 727 |
|
|
2019
Q3 | $13K | Hold |
81
| – | – | ﹤0.01% | 697 |
|
|
2019
Q2 | $12K | Buy |
+81
| New | +$12K | ﹤0.01% | 713 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$3K | – | 1033 |
|
|
2018
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 826 |
|
|
2018
Q3 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 867 |
|