Optimum Investment Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$13.4K | – | 728 |
|
|
2023
Q3 | $13.4K | Hold |
100
| – | – | 0.01% | 514 |
|
|
2023
Q2 | $14.9K | Buy |
+100
| New | +$13.7K | 0.01% | 507 |
|
|
2022
Q4 | – | Sell |
-141
| Closed | -$19K | – | 838 |
|
|
2022
Q3 | $19K | Hold |
141
| – | – | 0.01% | 507 |
|
|
2022
Q2 | $22K | Hold |
141
| – | – | 0.01% | 501 |
|
|
2022
Q1 | $24K | Hold |
141
| – | – | 0.01% | 546 |
|
|
2021
Q4 | $33K | Hold |
141
| – | – | 0.01% | 535 |
|
|
2021
Q3 | $29K | Sell |
141
-200
| -59% | -$43.9K | 0.01% | 546 |
|
|
2021
Q2 | $74K | Hold |
341
| – | – | 0.02% | 428 |
|
|
2021
Q1 | $75K | Hold |
341
| – | – | 0.02% | 421 |
|
|
2020
Q4 | $62K | Buy |
341
+141
| +71% | +$27K | 0.02% | 442 |
|
|
2020
Q3 | $37K | Hold |
200
| – | – | 0.01% | 498 |
|
|
2020
Q2 | $26K | Hold |
200
| – | – | 0.01% | 558 |
|
|
2020
Q1 | $17K | Hold |
200
| – | – | 0.01% | 613 |
|
|
2019
Q4 | $30K | Sell |
200
-96
| -32% | -$14.5K | 0.01% | 610 |
|
|
2019
Q3 | $47K | Hold |
296
| – | – | 0.01% | 526 |
|
|
2019
Q2 | $42K | Hold |
296
| – | – | 0.01% | 540 |
|
|
2019
Q1 | $39K | Hold |
296
| – | – | 0.01% | 560 |
|
|
2018
Q4 | $32K | Hold |
296
| – | – | 0.01% | 553 |
|
|
2018
Q3 | $35K | Sell |
296
-800
| -73% | -$106K | 0.01% | 616 |
|
|
2018
Q2 | $160K | Sell |
1,096
-150
| -12% | -$22.8K | 0.05% | 328 |
|
|
2018
Q1 | $191K | Sell |
1,246
-1,015
| -45% | -$170K | 0.06% | 294 |
|
|
2017
Q4 | $381K | Sell |
2,261
-1,425
| -39% | -$241K | 0.12% | 194 |
|
|
2017
Q3 | $680K | Sell |
3,686
-225
| -6% | -$40.2K | 0.23% | 133 |
|
|
2017
Q2 | $749K | Sell |
3,911
-550
| -12% | -$101K | 0.26% | 116 |
|
|
2017
Q1 | $764K | Sell |
4,461
-325
| -7% | -$57.7K | 0.27% | 109 |
|
|
2016
Q4 | $870K | Sell |
4,786
-2,075
| -30% | -$344K | 0.33% | 88 |
|
|
2016
Q3 | $1.11M | Sell |
6,861
-350
| -5% | -$62K | 0.42% | 65 |
|
|
2016
Q2 | $1.2M | Buy |
7,211
+690
| +11% | +$122K | 0.47% | 58 |
|
|
2016
Q1 | $1.18M | Buy |
+6,521
| New | +$972K | 0.46% | 62 |
|
|
2015
Q4 | – | Sell |
-1,446
| Closed | -$213K | – | 293 |
|
|
2015
Q3 | $213K | Buy |
+1,446
| New | +$245K | 0.09% | 247 |
|
|
2015
Q1 | $292K | Hold |
1,446
| – | – | 0.09% | 225 |
|
|
2014
Q4 | $281K | Buy |
1,446
+296
| +26% | +$50.8K | 0.09% | 215 |
|
|
2014
Q3 | $167K | Hold |
1,150
| – | – | 0.06% | 287 |
|
|
2014
Q2 | $160K | Hold |
1,150
| – | – | 0.05% | 290 |
|
|
2014
Q1 | $172K | Hold |
1,150
| – | – | 0.06% | 242 |
|
|
2013
Q4 | $180K | Buy |
1,150
+200
| +21% | +$29.3K | 0.07% | 231 |
|
|
2013
Q3 | $139K | Buy |
+950
| New | +$126K | 0.06% | 246 |
|
Other funds holding WHR
Optimum Investment Advisors's WHR Position: Q4 2023 in Review
Optimum Investment Advisors sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 100 shares — an estimated $13.4K sold.
Optimum Investment Advisors first reported a position in WHR in Q3 2013 and held it in 37 quarters. The position peaked at $1.2M in Q2 2016. 586 funds tracked by Wall St. Rank hold WHR as of Q4 2023.
- Optimum Investment Advisors reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
- Optimum Investment Advisors sold 100 Whirlpool shares in Q4 2023, an estimated $13.4K.
- Optimum Investment Advisors first reported a position in Whirlpool in Q3 2013 and held it in 37 quarters.
- Optimum Investment Advisors's Whirlpool position peaked at $1.2M in Q2 2016.
- 586 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.
Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.