Kestra Private Wealth 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
$961K Sell
9,471
-4,215
-31% -$427K 0.01% 758
2025
Q1
$1.23M Sell
13,686
-228
-2% -$20.6K 0.02% 606
2024
Q4
$1.59M Sell
13,914
-189
-1% -$21.6K 0.03% 499
2024
Q3
$1.51M Sell
14,103
-305
-2% -$32.6K 0.03% 494
2024
Q2
$1.47M Sell
14,408
-719
-5% -$73.5K 0.03% 466
2024
Q1
$1.81M Buy
15,127
+1,130
+8% +$135K 0.04% 397
2023
Q4
$1.7M Buy
13,997
+1,413
+11% +$172K 0.04% 386
2023
Q3
$1.68M Buy
12,584
+1,716
+16% +$229K 0.05% 338
2023
Q2
$1.62M Sell
10,868
-137
-1% -$20.4K 0.06% 342
2023
Q1
$1.45M Buy
11,005
+1,909
+21% +$252K 0.06% 333
2022
Q4
$1.29M Sell
9,096
-1,012
-10% -$143K 0.07% 316
2022
Q3
$1.36M Buy
10,108
+1,334
+15% +$180K 0.08% 275
2022
Q2
$1.36M Buy
8,774
+1,471
+20% +$228K 0.08% 290
2022
Q1
$1.26M Buy
7,303
+680
+10% +$118K 0.06% 321
2021
Q4
$1.55M Buy
6,623
+597
+10% +$140K 0.07% 287
2021
Q3
$1.23M Buy
6,026
+4,895
+433% +$998K 0.07% 305
2021
Q2
$247K Buy
+1,131
New +$247K 0.02% 739