Kozak & Associates’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
243
+5
| +2% | +$539 | 0.01% | 181 |
|
|
2025
Q1 | $19.1K | Buy |
238
+4
| +2% | +$321 | ﹤0.01% | 175 |
|
|
2024
Q4 | $26.9K | Buy |
234
+4
| +2% | +$459 | 0.01% | 164 |
|
|
2024
Q3 | $24.2K | Buy |
230
+4
| +2% | +$420 | 0.01% | 172 |
|
|
2024
Q2 | $22.8K | Buy |
226
+4
| +2% | +$404 | 0.01% | 168 |
|
|
2024
Q1 | $20.4K | Buy |
222
+4
| +2% | +$368 | 0.01% | 176 |
|
|
2023
Q4 | $24.6K | Buy |
218
+3
| +1% | +$339 | 0.01% | 175 |
|
|
2023
Q3 | $26.8K | Buy |
215
+2
| +0.9% | +$249 | 0.01% | 175 |
|
|
2023
Q2 | $31.7K | Buy |
213
+3
| +1% | +$447 | 0.01% | 165 |
|
|
2023
Q1 | $27.7K | Buy |
210
+3
| +1% | +$396 | 0.01% | 181 |
|
|
2022
Q4 | $29K | Buy |
207
+2
| +1% | +$280 | 0.01% | 174 |
|
|
2022
Q3 | $29K | Buy |
205
+3
| +1% | +$424 | 0.02% | 172 |
|
|
2022
Q2 | $31K | Buy |
202
+4
| +2% | +$614 | 0.02% | 177 |
|
|
2022
Q1 | $37K | Hold |
198
| – | – | 0.02% | 173 |
|
|
2021
Q4 | $37K | Buy |
198
+1
| +0.5% | +$187 | 0.02% | 173 |
|
|
2021
Q3 | $46K | Buy |
+197
| New | +$46K | 0.03% | 166 |
|