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