Montag & Associates’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
1,589
+323
| +26% | +$32.8K | 0.01% | 421 |
|
|
2025
Q1 | $114K | Hold |
1,266
| – | – | 0.01% | 487 |
|
|
2024
Q4 | $145K | Hold |
1,266
| – | – | 0.01% | 459 |
|
|
2024
Q3 | $135K | Hold |
1,266
| – | – | 0.01% | 465 |
|
|
2024
Q2 | $129K | Buy |
1,266
+461
| +57% | +$47.1K | 0.01% | 462 |
|
|
2024
Q1 | $96.3K | Buy |
+805
| New | +$96.3K | ﹤0.01% | 492 |
|
|
2023
Q4 | – | Sell |
-89
| Closed | -$11.9K | – | 942 |
|
|
2023
Q3 | $11.9K | Hold |
89
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $13.2K | Hold |
89
| – | – | ﹤0.01% | 710 |
|
|
2023
Q1 | $11.8K | Hold |
89
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $12.6K | Hold |
89
| – | – | ﹤0.01% | 709 |
|
|
2022
Q3 | $12K | Hold |
89
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $14K | Hold |
89
| – | – | ﹤0.01% | 674 |
|
|
2022
Q1 | $15K | Hold |
89
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $21K | Hold |
89
| – | – | ﹤0.01% | 671 |
|
|
2021
Q3 | $18K | Hold |
89
| – | – | ﹤0.01% | 679 |
|
|
2021
Q2 | $19K | Hold |
89
| – | – | ﹤0.01% | 664 |
|
|
2021
Q1 | $20K | Hold |
89
| – | – | ﹤0.01% | 666 |
|
|
2020
Q4 | $16K | Buy |
+89
| New | +$16K | ﹤0.01% | 665 |
|