Lakewood Asset Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,934
| Closed | -$794K | – | 119 |
|
|
2024
Q4 | $794K | Buy |
6,934
+74
| +1% | +$8.47K | 0.55% | 54 |
|
|
2024
Q3 | $734K | Sell |
6,860
-834
| -11% | -$89.2K | 0.5% | 58 |
|
|
2024
Q2 | $786K | Sell |
7,694
-19
| -0.2% | -$1.94K | 0.55% | 53 |
|
|
2024
Q1 | $923K | Buy |
7,713
+221
| +3% | +$26.4K | 0.63% | 44 |
|
|
2023
Q4 | $912K | Sell |
7,492
-2,777
| -27% | -$338K | 0.71% | 40 |
|
|
2023
Q3 | $1.37M | Buy |
10,269
+199
| +2% | +$26.6K | 1.12% | 26 |
|
|
2023
Q2 | $1.5M | Buy |
10,070
+99
| +1% | +$14.7K | 1.18% | 25 |
|
|
2023
Q1 | $1.32M | Buy |
9,971
+239
| +2% | +$31.6K | 1.09% | 29 |
|
|
2022
Q4 | $1.38M | Buy |
+9,732
| New | +$1.38M | 1.11% | 25 |
|