Kovitz Investment Group Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-129,479
| Closed | -$10.2M | – | 1339 |
|
|
2025
Q3 | $10.2M | Buy |
129,479
+35,428
| +38% | +$3.25M | 0.04% | 330 |
|
|
2025
Q2 | $9.54M | Buy |
94,051
+408
| +0.4% | +$33.9K | 0.04% | 319 |
|
|
2025
Q1 | $8.44M | Buy |
93,643
+1,486
| +2% | +$158K | 0.04% | 301 |
|
|
2024
Q4 | $10.6M | Buy |
92,157
+3,878
| +4% | +$428K | 0.05% | 255 |
|
|
2024
Q3 | $9.39M | Buy |
88,279
+6,794
| +8% | +$683K | 0.07% | 240 |
|
|
2024
Q2 | $8.33M | Sell |
81,485
-25
| -0% | -$2.44K | 0.07% | 206 |
|
|
2024
Q1 | $9.75M | Buy |
81,510
+32,923
| +68% | +$3.67M | 0.12% | 119 |
|
|
2023
Q4 | $5.92M | Sell |
48,587
-3,578
| -7% | -$417K | 0.1% | 125 |
|
|
2023
Q3 | $6.97M | Sell |
52,165
-418
| -0.8% | -$59K | 0.13% | 97 |
|
|
2023
Q2 | $7.82M | Sell |
52,583
-277
| -0.5% | -$38K | 0.11% | 90 |
|
|
2023
Q1 | $6.98M | Buy |
52,860
+4,290
| +9% | +$611K | 0.12% | 106 |
|
|
2022
Q4 | $6.87M | Sell |
48,570
-152
| -0.3% | -$21.6K | 0.14% | 108 |
|
|
2022
Q3 | $6.57M | Sell |
48,722
-242
| -0.5% | -$38.5K | 0.15% | 93 |
|
|
2022
Q2 | $7.58M | Buy |
48,964
+171
| +0.4% | +$29.7K | 0.17% | 91 |
|
|
2022
Q1 | $8.43M | Buy |
48,793
+2,910
| +6% | +$590K | 0.16% | 93 |
|
|
2021
Q4 | $8.28M | Sell |
45,883
-792
| -2% | -$174K | 0.2% | 77 |
|
|
2021
Q3 | $9.52M | Sell |
46,675
-201
| -0.4% | -$44.1K | 0.19% | 76 |
|
|
2021
Q2 | $10.2M | Sell |
46,876
-103
| -0.2% | -$24K | 0.2% | 73 |
|
|
2021
Q1 | $10.4M | Buy |
46,979
+1,097
| +2% | +$218K | 0.24% | 64 |
|
|
2020
Q4 | $8.28M | Sell |
45,882
-2,131
| -4% | -$408K | 0.2% | 76 |
|
|
2020
Q3 | $8.83M | Sell |
48,013
-669
| -1% | -$111K | 0.25% | 65 |
|
|
2020
Q2 | $6.31M | Sell |
48,682
-1,580
| -3% | -$181K | 0.2% | 87 |
|
|
2020
Q1 | $4.31M | Sell |
50,262
-986
| -2% | -$130K | 0.16% | 104 |
|
|
2019
Q4 | $7.56M | Sell |
51,248
-267
| -0.5% | -$40.3K | 0.22% | 77 |
|
|
2019
Q3 | $8.16M | Buy |
51,515
+233
| +0.5% | +$33.5K | 0.26% | 69 |
|
|
2019
Q2 | $7.3M | Sell |
51,282
-595
| -1% | -$79.8K | 0.23% | 69 |
|
|
2019
Q1 | $6.89M | Buy |
51,877
+1,180
| +2% | +$156K | 0.22% | 74 |
|
|
2018
Q4 | $5.42M | Buy |
+50,697
| New | +$5.75M | 0.22% | 77 |
|
Other funds holding WHR
AL
