Marietta Investment Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,962
| Closed | -$304K | – | 181 |
|
|
2022
Q2 | $304K | Sell |
1,962
-1,920
| -49% | -$297K | 0.09% | 143 |
|
|
2022
Q1 | $671K | Buy |
3,882
+407
| +12% | +$70.4K | 0.15% | 110 |
|
|
2021
Q4 | $815K | Buy |
3,475
+1,050
| +43% | +$246K | 0.17% | 99 |
|
|
2021
Q3 | $494K | Buy |
2,425
+760
| +46% | +$155K | 0.11% | 130 |
|
|
2021
Q2 | $363K | Hold |
1,665
| – | – | 0.08% | 147 |
|
|
2021
Q1 | $367K | Buy |
1,665
+25
| +2% | +$5.51K | 0.09% | 142 |
|
|
2020
Q4 | $296K | Hold |
1,640
| – | – | 0.08% | 131 |
|
|
2020
Q3 | $302K | Buy |
+1,640
| New | +$302K | 0.09% | 120 |
|