Obermeyer Wealth Partners’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+2,000
| New | +$203K | 0.01% | 268 |
|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$229K | – | 279 |
|
|
2024
Q4 | $229K | Hold |
2,000
| – | – | 0.01% | 232 |
|
|
2024
Q3 | $214K | Buy |
+2,000
| New | +$214K | 0.01% | 243 |
|
|
2013
Q3 | – | Sell |
-75
| Closed | -$9K | – | 280 |
|
|
2013
Q2 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 279 |
|