Mutual 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 | $1.09M | Sell |
10,915
-244
| -2% | -$24.3K | 0.03% | 474 |
|
|
2025
Q1 | $864K | Buy |
11,159
+876
| +9% | +$67.8K | 0.02% | 501 |
|
|
2024
Q4 | $1.33M | Sell |
10,283
-84
| -0.8% | -$10.8K | 0.04% | 392 |
|
|
2024
Q3 | $1.14M | Buy |
10,367
+628
| +6% | +$69.3K | 0.03% | 441 |
|
|
2024
Q2 | $968K | Buy |
9,739
+1,000
| +11% | +$99.4K | 0.03% | 497 |
|
|
2024
Q1 | $1.05M | Buy |
8,739
+1,892
| +28% | +$226K | 0.03% | 459 |
|
|
2023
Q4 | $834K | Sell |
6,847
-36
| -0.5% | -$4.38K | 0.03% | 507 |
|
|
2023
Q3 | $920K | Sell |
6,883
-408
| -6% | -$54.6K | 0.04% | 445 |
|
|
2023
Q2 | $1.08M | Buy |
7,291
+1,194
| +20% | +$178K | 0.04% | 416 |
|
|
2023
Q1 | $805K | Buy |
6,097
+568
| +10% | +$75K | 0.03% | 490 |
|
|
2022
Q4 | $782K | Buy |
5,529
+1,073
| +24% | +$152K | 0.04% | 479 |
|
|
2022
Q3 | $601K | Buy |
+4,456
| New | +$601K | 0.03% | 510 |
|
|
2021
Q4 | – | Sell |
-3,117
| Closed | -$635K | – | 936 |
|
|
2021
Q3 | $635K | Buy |
3,117
+654
| +27% | +$133K | 0.04% | 483 |
|
|
2021
Q2 | $537K | Sell |
2,463
-2
| -0.1% | -$436 | 0.03% | 505 |
|
|
2021
Q1 | $543K | Sell |
2,465
-2,236
| -48% | -$493K | 0.04% | 463 |
|
|
2020
Q4 | $848K | Buy |
4,701
+101
| +2% | +$18.2K | 0.06% | 349 |
|
|
2020
Q3 | $846K | Sell |
4,600
-950
| -17% | -$175K | 0.07% | 287 |
|
|
2020
Q2 | $719K | Hold |
5,550
| – | – | 0.07% | 290 |
|
|
2020
Q1 | $476K | Buy |
5,550
+1,444
| +35% | +$124K | 0.06% | 297 |
|
|
2019
Q4 | $606K | Buy |
4,106
+6
| +0.1% | +$886 | 0.06% | 303 |
|
|
2019
Q3 | $649K | Hold |
4,100
| – | – | 0.09% | 265 |
|
|
2019
Q2 | $584K | Buy |
4,100
+600
| +17% | +$85.5K | 0.08% | 297 |
|
|
2019
Q1 | $465K | Buy |
+3,500
| New | +$465K | 0.07% | 287 |
|