Pathstone Holdings’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
6,096
-185
| -3% | -$18.8K | ﹤0.01% | 1618 |
|
|
2025
Q1 | $566K | Sell |
6,281
-694
| -10% | -$62.6K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $799K | Buy |
6,975
+581
| +9% | +$66.5K | ﹤0.01% | 1481 |
|
|
2024
Q3 | $684K | Sell |
6,394
-563
| -8% | -$60.2K | ﹤0.01% | 1564 |
|
|
2024
Q2 | $711K | Sell |
6,957
-1,775
| -20% | -$181K | ﹤0.01% | 1505 |
|
|
2024
Q1 | $1.04M | Buy |
8,732
+1,064
| +14% | +$127K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $943K | Buy |
+7,668
| New | +$943K | 0.01% | 1109 |
|