Lion Street Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
10,670
+2,025
| +23% | +$205K | 0.33% | 64 |
|
|
2025
Q1 | $779K | Hold |
8,645
| – | – | 0.25% | 83 |
|
|
2024
Q4 | $990K | Buy |
8,645
+2,070
| +31% | +$237K | 0.32% | 67 |
|
|
2024
Q3 | $704K | Sell |
6,575
-150
| -2% | -$16.1K | 0.25% | 91 |
|
|
2024
Q2 | $687K | Buy |
6,725
+500
| +8% | +$51.1K | 0.25% | 85 |
|
|
2024
Q1 | $758K | Hold |
6,225
| – | – | 0.31% | 71 |
|
|
2023
Q4 | $758K | Sell |
6,225
-606
| -9% | -$73.8K | 0.31% | 70 |
|
|
2023
Q3 | $913K | Buy |
6,831
+2,077
| +44% | +$278K | 0.3% | 64 |
|
|
2023
Q2 | $1M | Sell |
4,754
-2,081
| -30% | -$439K | 0.34% | 60 |
|
|
2023
Q1 | $902K | Buy |
6,835
+2,601
| +61% | +$343K | 0.28% | 64 |
|
|
2022
Q4 | $893K | Sell |
4,234
-2,817
| -40% | -$594K | 0.47% | 28 |
|
|
2022
Q3 | $947K | Buy |
7,051
+2,817
| +67% | +$378K | 0.47% | 26 |
|
|
2022
Q2 | $892K | Buy |
4,234
+213
| +5% | +$44.9K | 0.47% | 28 |
|
|
2022
Q1 | $693K | Sell |
4,021
-205
| -5% | -$35.3K | 0.35% | 40 |
|
|
2021
Q4 | $988K | Sell |
4,226
-8
| -0.2% | -$1.87K | 0.48% | 23 |
|
|
2021
Q3 | $860K | Buy |
+4,234
| New | +$860K | 0.46% | 28 |
|
|
2020
Q2 | – | Sell |
-69
| Closed | -$6K | – | 414 |
|
|
2020
Q1 | $6K | Buy |
+69
| New | +$6K | 0.03% | 235 |
|