Moneta Group Investment Advisors’s Whirlpool WHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,744
Closed -$428K 731
2025
Q1
$428K Buy
4,744
+90
+2% +$8.11K 0.01% 451
2024
Q4
$533K Sell
4,654
-881
-16% -$101K 0.01% 403
2024
Q3
$592K Buy
+5,535
New +$592K 0.01% 374