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
Q2 | $9.54M | Buy |
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|
2025
Q1 | $8.44M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $9.39M | Buy |
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|
2024
Q2 | $8.33M | Sell |
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|
2024
Q1 | $9.75M | Buy |
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|
2023
Q4 | $5.92M | Sell |
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|
2023
Q3 | $6.97M | Sell |
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|
2023
Q2 | $7.82M | Sell |
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|
2023
Q1 | $6.98M | Buy |
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|
2022
Q4 | $6.87M | Sell |
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|
2022
Q3 | $6.57M | Sell |
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|
2022
Q2 | $7.58M | Buy |
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|
2022
Q1 | $8.43M | Buy |
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|
2021
Q4 | $8.28M | Sell |
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|
2021
Q3 | $9.52M | Sell |
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|
2021
Q2 | $10.2M | Sell |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $8.28M | Sell |
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|
2020
Q3 | $8.83M | Sell |
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|
2020
Q2 | $6.31M | Sell |
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|
2020
Q1 | $4.31M | Sell |
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|
2019
Q4 | $7.56M | Sell |
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|
2019
Q3 | $8.16M | Buy |
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|
2019
Q2 | $7.3M | Sell |
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|
2019
Q1 | $6.89M | Buy |
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|
2018
Q4 | $5.42M | Buy |
|