Provenance Wealth 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 | $374K | Sell |
3,688
-6
| -0.2% | -$609 | 0.05% | 81 |
|
|
2025
Q1 | $333K | Hold |
3,694
| – | – | 0.05% | 94 |
|
|
2024
Q4 | $423K | Hold |
3,694
| – | – | 0.05% | 97 |
|
|
2024
Q3 | $395K | Hold |
3,694
| – | – | 0.05% | 109 |
|
|
2024
Q2 | $378K | Hold |
3,694
| – | – | 0.05% | 99 |
|
|
2024
Q1 | $442K | Buy |
3,694
+3,688
| +61,467% | +$441K | 0.06% | 94 |
|
|
2023
Q4 | $731 | Hold |
6
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $802 | Buy |
+6
| New | +$802 | ﹤0.01% | 431 |
|