JFS Wealth Advisors’s Whirlpool WHR Stock Holding History

JFS Wealth Advisors’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9	Closed	-$486	–	2300
2026 Q1	$486	Sell	9 -4	-31%	-$294	﹤0.01%	1773
2025 Q4	$938	Buy	13 +3	+30%	+$221	﹤0.01%	1719
2025 Q3	$786	Hold	10	–	–	﹤0.01%	1673
2025 Q2	$1.01K	Buy	10 +2	+25%	+$166	﹤0.01%	1569
2025 Q1	$722	Buy	+8	New	+$848	﹤0.01%	1709
2023 Q4	–	Sell	-28	Closed	-$3.74K	–	2047
2023 Q3	$3.74K	Sell	28 -4	-13%	-$565	﹤0.01%	1117
2023 Q2	$4.76K	Sell	32 -14	-30%	-$1.92K	﹤0.01%	1026
2023 Q1	$6.07K	Buy	46 +25	+119%	+$3.56K	﹤0.01%	908
2022 Q4	$2.97K	Hold	21	–	–	﹤0.01%	1217
2022 Q3	$3K	Sell	21 -51	-71%	-$8.12K	﹤0.01%	1254
2022 Q2	$11K	Buy	72 +45	+167%	+$7.83K	﹤0.01%	748
2022 Q1	$5K	Buy	27 +11	+69%	+$2.23K	﹤0.01%	1085
2021 Q4	$4K	Buy	+16	New	+$3.51K	﹤0.01%	891
2016 Q2	–	Sell	-1	Closed	–	–	626
2016 Q1	$0	Buy	+1	New	+$149	﹤0.01%	666

Other funds holding WHR

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Kennebec Savings Bank Augusta, Maine $125M AUM 27.46% 1-Year Est. Return

Manitou Investment Management Toronto, Ontario, Canada $538M AUM 13.79% 1-Year Est. Return