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Optimist Retirement Group’s Whirlpool WHR Stock Holding History

Optimist Retirement Group’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Buy
2,826
+399
+16% +$40.5K 0.14% 91
2025
Q1 		$219K Sell
2,427
-123
-5% -$11.1K 0.11% 111
2024
Q4 		$292K Hold
2,550
– – 0.14% 67
2024
Q3 		$273K Hold
2,550
– – 0.12% 71
2024
Q2 		$261K Buy
+2,550
New +$261K 0.14% 62