Principle 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
Q1 | – | Sell |
-2,270
| Closed | -$260K | – | 351 |
|
|
2024
Q4 | $260K | Buy |
2,270
+25
| +1% | +$2.86K | 0.02% | 301 |
|
|
2024
Q3 | $240K | Hold |
2,245
| – | – | 0.02% | 311 |
|
|
2024
Q2 | $229K | Hold |
2,245
| – | – | 0.02% | 306 |
|
|
2024
Q1 | $269K | Hold |
2,245
| – | – | 0.02% | 297 |
|
|
2023
Q4 | $273K | Buy |
2,245
+730
| +48% | +$88.9K | 0.02% | 281 |
|
|
2023
Q3 | $203K | Sell |
1,515
-255
| -14% | -$34.1K | 0.02% | 310 |
|
|
2023
Q2 | $263K | Buy |
+1,770
| New | +$263K | 0.03% | 282 |
|