Longfellow Investment 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 |
-4,354
| Closed | -$498K | – | 314 |
|
|
2024
Q4 | $498K | Sell |
4,354
-278
| -6% | -$31.8K | 0.13% | 89 |
|
|
2024
Q3 | $496K | Buy |
4,632
+27
| +0.6% | +$2.89K | 0.12% | 96 |
|
|
2024
Q2 | $471K | Buy |
4,605
+1,791
| +64% | +$183K | 0.12% | 95 |
|
|
2024
Q1 | $337K | Buy |
2,814
+20
| +0.7% | +$2.39K | 0.08% | 120 |
|
|
2023
Q4 | $340K | Hold |
2,794
| – | – | 0.08% | 119 |
|
|
2023
Q3 | $374K | Sell |
2,794
-1,147
| -29% | -$153K | 0.1% | 99 |
|
|
2023
Q2 | $586K | Buy |
3,941
+160
| +4% | +$23.8K | 0.13% | 92 |
|
|
2023
Q1 | $499K | Hold |
3,781
| – | – | 0.11% | 104 |
|
|
2022
Q4 | $535K | Buy |
3,781
+1,324
| +54% | +$187K | 0.12% | 114 |
|
|
2022
Q3 | $331K | Hold |
2,457
| – | – | 0.07% | 154 |
|
|
2022
Q2 | $381K | Buy |
2,457
+1,328
| +118% | +$206K | 0.08% | 152 |
|
|
2022
Q1 | $196K | Hold |
1,129
| – | – | 0.03% | 215 |
|
|
2021
Q4 | $265K | Buy |
1,129
+379
| +51% | +$89K | 0.04% | 197 |
|
|
2021
Q3 | $153K | Hold |
750
| – | – | 0.03% | 242 |
|
|
2021
Q2 | $164K | Sell |
750
-447
| -37% | -$97.7K | 0.02% | 249 |
|
|
2021
Q1 | $264K | Hold |
1,197
| – | – | 0.03% | 293 |
|
|
2020
Q4 | $217K | Buy |
+1,197
| New | +$217K | 0.03% | 256 |
|