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MWM
MinichMacGregor Wealth Management’s
Whirlpool
WHR
Stock Holding History
MinichMacGregor Wealth Management’s Portfolio
WHR Stock Details
WHR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-42
Closed
-$5.96K
–
658
2022
Q4
$5.96K
Buy
+42
New
+$5.97K
﹤0.01%
468
2018
Q4
–
Sell
-84
Closed
-$9K
–
530
2018
Q3
$9K
Hold
84
–
–
0.01%
328
2018
Q2
$12K
Sell
84
-13
-13%
-$1.98K
0.01%
286
2018
Q1
$14K
Buy
97
+13
+15%
+$2.17K
0.01%
256
2017
Q4
$14K
Sell
84
-3
-3%
-$508
0.01%
256
2017
Q3
$16K
Hold
87
–
–
0.01%
224
2017
Q2
$16K
Hold
87
–
–
0.01%
218
2017
Q1
$14K
Hold
87
–
–
0.01%
231
2016
Q4
$15K
Sell
87
-6
-6%
-$993
0.01%
210
2016
Q3
$15K
Buy
93
+1
+1%
+$177
0.01%
213
2016
Q2
$15K
Hold
92
–
–
0.01%
205
2016
Q1
$16K
Sell
92
-9
-9%
-$1.34K
0.02%
199
2015
Q4
$18K
Buy
+101
New
+$15.7K
0.02%
174
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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