Kestra Private Wealth Services’s Whirlpool WHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356K	Buy	6,602 +191	+3%	+$14K	﹤0.01%	1374
2025 Q4	$462K	Sell	6,411 -277	-4%	-$20.4K	0.01%	1208
2025 Q3	$526K	Sell	6,688 -2,783	-29%	-$255K	0.01%	1066
2025 Q2	$961K	Sell	9,471 -4,215	-31%	-$351K	0.01%	760
2025 Q1	$1.23M	Sell	13,686 -228	-2%	-$24.2K	0.02%	606
2024 Q4	$1.59M	Sell	13,914 -189	-1%	-$20.9K	0.03%	499
2024 Q3	$1.51M	Sell	14,103 -305	-2%	-$30.7K	0.03%	494
2024 Q2	$1.47M	Sell	14,408 -719	-5%	-$70.1K	0.03%	466
2024 Q1	$1.81M	Buy	15,127 +1,130	+8%	+$126K	0.04%	397
2023 Q4	$1.7M	Buy	13,997 +1,413	+11%	+$165K	0.04%	386
2023 Q3	$1.68M	Buy	12,584 +1,716	+16%	+$242K	0.05%	338
2023 Q2	$1.62M	Sell	10,868 -137	-1%	-$18.8K	0.06%	342
2023 Q1	$1.45M	Buy	11,005 +1,909	+21%	+$272K	0.06%	333
2022 Q4	$1.29M	Sell	9,096 -1,012	-10%	-$144K	0.07%	316
2022 Q3	$1.36M	Buy	10,108 +1,334	+15%	+$212K	0.08%	275
2022 Q2	$1.36M	Buy	8,774 +1,471	+20%	+$256K	0.08%	290
2022 Q1	$1.26M	Buy	7,303 +680	+10%	+$138K	0.06%	321
2021 Q4	$1.55M	Buy	6,623 +597	+10%	+$131K	0.07%	287
2021 Q3	$1.23M	Buy	6,026 +4,895	+433%	+$1.07M	0.07%	305
2021 Q2	$247K	Buy	+1,131	New	+$263K	0.02%	739