Plante Moran Financial Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8K | Hold |
333
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $30K | Sell |
333
-28
| -8% | -$2.52K | ﹤0.01% | 424 |
|
|
2024
Q4 | $41.4K | Buy |
361
+25
| +7% | +$2.87K | ﹤0.01% | 381 |
|
|
2024
Q3 | $35.9K | Buy |
336
+3
| +0.9% | +$321 | ﹤0.01% | 430 |
|
|
2024
Q2 | $34K | Hold |
333
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $39.8K | Hold |
333
| – | – | ﹤0.01% | 392 |
|
|
2023
Q4 | $40.5K | Hold |
333
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $44.5K | Hold |
333
| – | – | 0.01% | 305 |
|
|
2023
Q2 | $49.5K | Hold |
333
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $43.9K | Hold |
333
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $47.1K | Hold |
333
| – | – | 0.01% | 313 |
|
|
2022
Q3 | $45K | Hold |
333
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $52K | Hold |
333
| – | – | 0.01% | 313 |
|
|
2022
Q1 | $58K | Sell |
333
-17
| -5% | -$2.96K | 0.01% | 310 |
|
|
2021
Q4 | $82K | Buy |
350
+17
| +5% | +$3.98K | 0.01% | 278 |
|
|
2021
Q3 | $68K | Hold |
333
| – | – | 0.02% | 326 |
|
|
2021
Q2 | $73K | Hold |
333
| – | – | 0.02% | 300 |
|
|
2021
Q1 | $73K | Buy |
333
+16
| +5% | +$3.51K | 0.02% | 291 |
|
|
2020
Q4 | $57K | Hold |
317
| – | – | 0.02% | 339 |
|
|
2020
Q3 | $58K | Sell |
317
-72
| -19% | -$13.2K | 0.02% | 299 |
|
|
2020
Q2 | $50K | Sell |
389
-5
| -1% | -$643 | 0.02% | 290 |
|
|
2020
Q1 | $34K | Buy |
394
+3
| +0.8% | +$259 | 0.02% | 314 |
|
|
2019
Q4 | $58K | Buy |
391
+324
| +484% | +$48.1K | 0.02% | 300 |
|
|
2019
Q3 | $11K | Buy |
67
+2
| +3% | +$328 | ﹤0.01% | 585 |
|
|
2019
Q2 | $9K | Buy |
65
+2
| +3% | +$277 | ﹤0.01% | 585 |
|
|
2019
Q1 | $8K | Buy |
63
+6
| +11% | +$762 | ﹤0.01% | 580 |
|
|
2018
Q4 | $6K | Buy |
57
+3
| +6% | +$316 | ﹤0.01% | 578 |
|
|
2018
Q3 | $6K | Buy |
54
+2
| +4% | +$222 | ﹤0.01% | 577 |
|
|
2018
Q2 | $8K | Buy |
52
+3
| +6% | +$462 | ﹤0.01% | 579 |
|
|
2018
Q1 | $8K | Buy |
49
+4
| +9% | +$653 | ﹤0.01% | 646 |
|
|
2017
Q4 | $8K | Sell |
45
-228
| -84% | -$40.5K | ﹤0.01% | 640 |
|
|
2017
Q3 | $50K | Buy |
273
+1
| +0.4% | +$183 | 0.03% | 311 |
|
|
2017
Q2 | $52K | Sell |
272
-17
| -6% | -$3.25K | 0.03% | 307 |
|
|
2017
Q1 | $50K | Sell |
289
-129
| -31% | -$22.3K | 0.03% | 318 |
|
|
2016
Q4 | $76K | Buy |
418
+1
| +0.2% | +$182 | 0.05% | 254 |
|
|
2016
Q3 | $68K | Sell |
417
-3
| -0.7% | -$489 | 0.05% | 261 |
|
|
2016
Q2 | $70K | Buy |
420
+130
| +45% | +$21.7K | 0.05% | 239 |
|
|
2016
Q1 | $52K | Buy |
290
+20
| +7% | +$3.59K | 0.04% | 259 |
|
|
2015
Q4 | $40K | Hold |
270
| – | – | 0.03% | 319 |
|
|
2015
Q3 | $40K | Sell |
270
-377
| -58% | -$55.9K | 0.03% | 297 |
|
|
2015
Q2 | $112K | Sell |
647
-351
| -35% | -$60.8K | 0.08% | 175 |
|
|
2015
Q1 | $202K | Hold |
998
| – | – | 0.14% | 108 |
|
|
2014
Q4 | $193K | Sell |
998
-8
| -0.8% | -$1.55K | 0.14% | 105 |
|
|
2014
Q3 | $147K | Buy |
1,006
+930
| +1,224% | +$136K | 0.13% | 124 |
|
|
2014
Q2 | $11K | Hold |
76
| – | – | 0.01% | 517 |
|
|
2014
Q1 | $11K | Sell |
76
-33
| -30% | -$4.78K | 0.01% | 353 |
|
|
2013
Q4 | $17K | Sell |
109
-252
| -70% | -$39.3K | 0.01% | 371 |
|
|
2013
Q3 | $53K | Sell |
361
-299
| -45% | -$43.9K | 0.03% | 185 |
|
|
2013
Q2 | $76K | Buy |
+660
| New | +$76K | 0.06% | 127 |
|