Legacy Capital Group California’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Sell |
7,644
-169
| -2% | -$17.1K | 0.21% | 122 |
|
|
2025
Q1 | $704K | Sell |
7,813
-62
| -0.8% | -$5.59K | 0.25% | 105 |
|
|
2024
Q4 | $902K | Buy |
7,875
+953
| +14% | +$109K | 0.27% | 85 |
|
|
2024
Q3 | $741K | Sell |
6,922
-253
| -4% | -$27.1K | 0.25% | 120 |
|
|
2024
Q2 | $733K | Buy |
7,175
+80
| +1% | +$8.18K | 0.26% | 112 |
|
|
2024
Q1 | $849K | Buy |
7,095
+3,043
| +75% | +$364K | 0.31% | 97 |
|
|
2023
Q4 | $493K | Sell |
4,052
-16
| -0.4% | -$1.95K | 0.19% | 162 |
|
|
2023
Q3 | $544K | Buy |
4,068
+9
| +0.2% | +$1.2K | 0.23% | 128 |
|
|
2023
Q2 | $604K | Buy |
4,059
+117
| +3% | +$17.4K | 0.25% | 117 |
|
|
2023
Q1 | $520K | Buy |
+3,942
| New | +$520K | 0.25% | 120 |
|