New Potomac Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,895
| Closed | -$1.42M | – | 86 |
|
|
2024
Q1 | $1.42M | Sell |
11,895
-3,855
| -24% | -$430K | 0.79% | 46 |
|
|
2023
Q4 | $1.92M | Sell |
15,750
-425
| -3% | -$49.5K | 1.14% | 38 |
|
|
2023
Q3 | $2.16M | Sell |
16,175
-45
| -0.3% | -$6.36K | 1.49% | 29 |
|
|
2023
Q2 | $2.41M | Buy |
16,220
+1,631
| +11% | +$224K | 1.59% | 23 |
|
|
2023
Q1 | $1.93M | Buy |
14,589
+3
| +0% | +$427 | 1.34% | 37 |
|
|
2022
Q4 | $2.06M | Buy |
14,586
+30
| +0.2% | +$4.27K | 1.53% | 30 |
|
|
2022
Q3 | $1.96M | Buy |
14,556
+823
| +6% | +$131K | 1.66% | 29 |
|
|
2022
Q2 | $2.13M | Hold |
13,733
| – | – | 1.71% | 27 |
|
|
2022
Q1 | $2.37M | Buy |
13,733
+45
| +0.3% | +$9.12K | 1.67% | 26 |
|
|
2021
Q4 | $3.21M | Buy |
13,688
+70
| +0.5% | +$15.4K | 2.08% | 20 |
|
|
2021
Q3 | $2.78M | Sell |
13,618
-20
| -0.1% | -$4.39K | 1.92% | 24 |
|
|
2021
Q2 | $2.97M | Sell |
13,638
-188
| -1% | -$43.8K | 2.02% | 21 |
|
|
2021
Q1 | $3.05M | Sell |
13,826
-392
| -3% | -$77.8K | 2.24% | 19 |
|
|
2020
Q4 | $2.57M | Sell |
14,218
-365
| -3% | -$69.9K | 1.86% | 21 |
|
|
2020
Q3 | $2.68M | Sell |
14,583
-1,397
| -9% | -$232K | 2.14% | 18 |
|
|
2020
Q2 | $2.07M | Buy |
15,980
+355
| +2% | +$40.6K | 1.85% | 20 |
|
|
2020
Q1 | $1.34M | Buy |
15,625
+3,470
| +29% | +$456K | 1.47% | 33 |
|
|
2019
Q4 | $1.79M | Buy |
12,155
+5
| +0% | +$755 | 1.67% | 30 |
|
|
2019
Q3 | $1.92M | Sell |
12,150
-190
| -2% | -$27.3K | 1.92% | 22 |
|
|
2019
Q2 | $1.76M | Sell |
12,340
-400
| -3% | -$53.6K | 1.78% | 25 |
|
|
2019
Q1 | $1.69M | Sell |
12,740
-455
| -3% | -$60.1K | 1.71% | 28 |
|
|
2018
Q4 | $1.41M | Buy |
+13,195
| New | +$1.5M | 1.52% | 35 |
|
Other funds holding WHR
