Loring Wolcott & Coolidge Fiduciary Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$13.2K | – | 669 |
|
|
2023
Q1 | $13.2K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2022
Q4 | $14.1K | Sell |
100
-29
| -22% | -$4.12K | ﹤0.01% | 486 |
|
|
2022
Q3 | $17K | Hold |
129
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $20K | Hold |
129
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $22K | Buy |
129
+29
| +29% | +$5.88K | ﹤0.01% | 512 |
|
|
2021
Q4 | $23K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $20K | Hold |
100
| – | – | ﹤0.01% | 527 |
|
|
2021
Q2 | $22K | Buy |
+100
| New | +$23.3K | ﹤0.01% | 537 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$18K | – | 712 |
|
|
2020
Q4 | $18K | Buy |
+100
| New | +$19.2K | ﹤0.01% | 519 |
|
|
2020
Q2 | – | Sell |
-225
| Closed | -$19K | – | 658 |
|
|
2020
Q1 | $19K | Hold |
225
| – | – | ﹤0.01% | 471 |
|
|
2019
Q4 | $33K | Sell |
225
-6
| -3% | -$906 | ﹤0.01% | 468 |
|
|
2019
Q3 | $37K | Hold |
231
| – | – | ﹤0.01% | 443 |
|
|
2019
Q2 | $33K | Sell |
231
-3
| -1% | -$402 | ﹤0.01% | 450 |
|
|
2019
Q1 | $31K | Buy |
234
+3
| +1% | +$396 | ﹤0.01% | 464 |
|
|
2018
Q4 | $25K | Buy |
231
+225
| +3,750% | +$25.5K | ﹤0.01% | 484 |
|
|
2018
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 681 |
|
|
2018
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 736 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 797 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 722 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1.07K | ﹤0.01% | 753 |
|
|
2016
Q1 | – | Sell |
-2,000
| Closed | -$306K | – | 652 |
|
|
2015
Q4 | $306K | Sell |
2,000
-1,975
| -50% | -$306K | 0.01% | 232 |
|
|
2015
Q3 | $688K | Hold |
3,975
| – | – | 0.02% | 177 |
|
|
2015
Q2 | $688K | Sell |
3,975
-1,025
| -21% | -$193K | 0.02% | 177 |
|
|
2015
Q1 | $1.01M | Hold |
5,000
| – | – | 0.03% | 156 |
|
|
2014
Q4 | $969K | Hold |
5,000
| – | – | 0.02% | 157 |
|
|
2014
Q3 | $728K | Hold |
5,000
| – | – | 0.02% | 160 |
|
|
2014
Q2 | $696K | Hold |
5,000
| – | – | 0.02% | 165 |
|
|
2014
Q1 | $747K | Hold |
5,000
| – | – | 0.02% | 161 |
|
|
2013
Q4 | $784K | Hold |
5,000
| – | – | 0.02% | 159 |
|
|
2013
Q3 | $732K | Hold |
5,000
| – | – | 0.02% | 160 |
|
|
2013
Q2 | $572K | Buy |
+5,000
| New | +$606K | 0.02% | 182 |
|
Other funds holding WHR
GA
Loring Wolcott & Coolidge Fiduciary Advisors's WHR Position: Q2 2023 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 100 shares — an estimated $13.2K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WHR in Q2 2013 and held it in 31 quarters. The position peaked at $1.01M in Q1 2015. 630 funds tracked by Wall St. Rank hold WHR as of Q2 2023.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 100 Whirlpool shares in Q2 2023, an estimated $13.2K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Whirlpool in Q2 2013 and held it in 31 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Whirlpool position peaked at $1.01M in Q1 2015.
- 630 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.