MCM
MAI Capital Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.2K | Buy |
732
+54
| +8% | +$5.48K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $61.1K | Sell |
678
-54
| -7% | -$4.87K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $83.8K | Buy |
+732
| New | +$83.8K | ﹤0.01% | 1439 |
|
|
2023
Q1 | – | Sell |
-1,575
| Closed | -$223K | – | 1068 |
|
|
2022
Q4 | $223K | Buy |
+1,575
| New | +$223K | ﹤0.01% | 852 |
|
|
2015
Q3 | – | Sell |
-2,769
| Closed | -$479K | – | 470 |
|
|
2015
Q2 | $479K | Sell |
2,769
-694
| -20% | -$120K | 0.03% | 312 |
|
|
2015
Q1 | $700K | Sell |
3,463
-1,139
| -25% | -$230K | 0.05% | 256 |
|
|
2014
Q4 | $892K | Sell |
4,602
-65,142
| -93% | -$12.6M | 0.06% | 208 |
|
|
2014
Q3 | $10.2M | Sell |
69,744
-23,881
| -26% | -$3.48M | 0.98% | 34 |
|
|
2014
Q2 | $13M | Buy |
93,625
+1,936
| +2% | +$270K | 1.25% | 24 |
|
|
2014
Q1 | $13.7M | Buy |
91,689
+31,576
| +53% | +$4.72M | 1.38% | 16 |
|
|
2013
Q4 | $9.43M | Buy |
+60,113
| New | +$9.43M | 1% | 39 |
|