LIM
Loudon Investment Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,321
| Closed | -$380K | – | 101 |
|
|
2024
Q4 | $380K | Hold |
3,321
| – | – | 0.22% | 76 |
|
|
2024
Q3 | $355K | Sell |
3,321
-1,011
| -23% | -$108K | 0.19% | 79 |
|
|
2024
Q2 | $443K | Buy |
4,332
+65
| +2% | +$6.64K | 0.26% | 72 |
|
|
2024
Q1 | $510K | Sell |
4,267
-675
| -14% | -$80.8K | 0.29% | 69 |
|
|
2023
Q4 | $602K | Sell |
4,942
-625
| -11% | -$76.1K | 0.37% | 64 |
|
|
2023
Q3 | $744K | Sell |
5,567
-425
| -7% | -$56.8K | 0.51% | 50 |
|
|
2023
Q2 | $892K | Buy |
5,992
+163
| +3% | +$24.3K | 0.59% | 49 |
|
|
2023
Q1 | $770K | Buy |
5,829
+2,475
| +74% | +$327K | 0.53% | 48 |
|
|
2022
Q4 | $474K | Buy |
3,354
+737
| +28% | +$104K | 0.34% | 65 |
|
|
2022
Q3 | $353K | Buy |
2,617
+107
| +4% | +$14.4K | 0.28% | 71 |
|
|
2022
Q2 | $389K | Sell |
2,510
-105
| -4% | -$16.3K | 0.29% | 71 |
|
|
2022
Q1 | $452K | Hold |
2,615
| – | – | 0.3% | 69 |
|
|
2021
Q4 | $614K | Hold |
2,615
| – | – | 0.39% | 59 |
|
|
2021
Q3 | $533K | Sell |
2,615
-3,173
| -55% | -$647K | 0.38% | 60 |
|
|
2021
Q2 | $1.26M | Sell |
5,788
-1,822
| -24% | -$397K | 0.86% | 38 |
|
|
2021
Q1 | $1.68M | Sell |
7,610
-58
| -0.8% | -$12.8K | 1.2% | 30 |
|
|
2020
Q4 | $1.38M | Hold |
7,668
| – | – | 1.08% | 34 |
|
|
2020
Q3 | $1.41M | Sell |
7,668
-1,547
| -17% | -$284K | 1.19% | 31 |
|
|
2020
Q2 | $1.19M | Sell |
9,215
-935
| -9% | -$121K | 1.03% | 32 |
|
|
2020
Q1 | $871K | Sell |
10,150
-320
| -3% | -$27.5K | 0.91% | 38 |
|
|
2019
Q4 | $1.55M | Sell |
10,470
-30
| -0.3% | -$4.43K | 1.2% | 31 |
|
|
2019
Q3 | $1.66M | Sell |
10,500
-65
| -0.6% | -$10.3K | 1.4% | 24 |
|
|
2019
Q2 | $1.5M | Hold |
10,565
| – | – | 1.28% | 29 |
|
|
2019
Q1 | $1.4M | Buy |
10,565
+710
| +7% | +$94.4K | 1.23% | 29 |
|
|
2018
Q4 | $1.05M | Buy |
9,855
+735
| +8% | +$78.5K | 1% | 34 |
|
|
2018
Q3 | $1.08M | Buy |
+9,120
| New | +$1.08M | 0.87% | 42 |
|