Kelly Lawrence W & Associates’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
2,330
| – | – | 0.06% | 72 |
|
|
2025
Q1 | $210K | Hold |
2,330
| – | – | 0.05% | 81 |
|
|
2024
Q4 | $267K | Hold |
2,330
| – | – | 0.06% | 72 |
|
|
2024
Q3 | $249K | Sell |
2,330
-900
| -28% | -$96.3K | 0.06% | 78 |
|
|
2024
Q2 | $330K | Hold |
3,230
| – | – | 0.08% | 70 |
|
|
2024
Q1 | $386K | Hold |
3,230
| – | – | 0.09% | 61 |
|
|
2023
Q4 | $393K | Hold |
3,230
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $432K | Buy |
3,230
+250
| +8% | +$33.4K | 0.12% | 61 |
|
|
2023
Q2 | $437K | Buy |
+2,980
| New | +$437K | 0.11% | 61 |
|