Kestra Advisory Services’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $956K | Buy |
9,428
+2,845
| +43% | +$289K | ﹤0.01% | 1503 |
|
2025
Q1 | $593K | Sell |
6,583
-5,380
| -45% | -$485K | ﹤0.01% | 1702 |
|
2024
Q4 | $1.37M | Sell |
11,963
-1,442
| -11% | -$165K | 0.01% | 1210 |
|
2024
Q3 | $1.43M | Buy |
13,405
+617
| +5% | +$66K | 0.01% | 1131 |
|
2024
Q2 | $1.27M | Buy |
12,788
+2,499
| +24% | +$248K | 0.01% | 1187 |
|
2024
Q1 | $1.23M | Buy |
10,289
+3,169
| +45% | +$379K | 0.01% | 1119 |
|
2023
Q4 | $867K | Sell |
7,120
-533
| -7% | -$64.9K | 0.01% | 1204 |
|
2023
Q3 | $1.02M | Sell |
7,653
-1,208
| -14% | -$162K | 0.01% | 985 |
|
2023
Q2 | $1.32M | Buy |
8,861
+1,075
| +14% | +$160K | 0.01% | 847 |
|
2023
Q1 | $1.03M | Sell |
7,786
-1,364
| -15% | -$180K | 0.01% | 932 |
|
2022
Q4 | $1.29M | Buy |
9,150
+939
| +11% | +$133K | 0.01% | 938 |
|
2022
Q3 | $1.11M | Sell |
8,211
-314
| -4% | -$42.3K | 0.01% | 928 |
|
2022
Q2 | $1.32M | Buy |
8,525
+1,700
| +25% | +$263K | 0.01% | 840 |
|
2022
Q1 | $1.18M | Sell |
6,825
-247
| -3% | -$42.7K | 0.01% | 885 |
|
2021
Q4 | $1.66M | Sell |
7,072
-1,555
| -18% | -$365K | 0.02% | 763 |
|
2021
Q3 | $1.76M | Buy |
8,627
+1,085
| +14% | +$221K | 0.02% | 769 |
|
2021
Q2 | $1.64M | Buy |
7,542
+250
| +3% | +$54.5K | 0.02% | 727 |
|
2021
Q1 | $1.61M | Sell |
7,292
-1,548
| -18% | -$341K | 0.02% | 669 |
|
2020
Q4 | $1.63M | Buy |
8,840
+8,706
| +6,497% | +$1.61M | 0.02% | 667 |
|
2020
Q3 | $1.58M | Buy |
+134
| New | +$1.58M | 0.03% | 486 |
|