Jones Financial Companies’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
2,855
+864
| +43% | +$83.1K | ﹤0.01% | 1529 |
|
|
2025
Q1 | $178K | Buy |
1,991
+1,334
| +203% | +$119K | ﹤0.01% | 1535 |
|
|
2024
Q4 | $75.2K | Buy |
657
+431
| +191% | +$49.3K | ﹤0.01% | 1727 |
|
|
2024
Q3 | $24.4K | Buy |
226
+150
| +197% | +$16.2K | ﹤0.01% | 1885 |
|
|
2024
Q2 | $7.76K | Buy |
76
+69
| +986% | +$7.04K | ﹤0.01% | 1832 |
|
|
2024
Q1 | $837 | Buy |
+7
| New | +$837 | ﹤0.01% | 1314 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$31K | – | 747 |
|
|
2022
Q2 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 362 |
|
|
2021
Q3 | – | Sell |
-275
| Closed | -$60K | – | 665 |
|
|
2021
Q2 | $60K | Hold |
275
| – | – | ﹤0.01% | 303 |
|
|
2021
Q1 | $61K | Hold |
275
| – | – | ﹤0.01% | 327 |
|
|
2020
Q4 | $50K | Buy |
+275
| New | +$50K | ﹤0.01% | 292 |
|