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 |
|