Quantum Private Wealth’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $448K | Sell |
4,420
-2,935
| -40% | -$298K | 0.15% | 106 |
|
2025
Q1 | $663K | Sell |
7,355
-1,600
| -18% | -$144K | 0.25% | 75 |
|
2024
Q4 | $1.03M | Buy |
8,955
+370
| +4% | +$42.4K | 0.33% | 60 |
|
2024
Q3 | $919K | Buy |
8,585
+2,565
| +43% | +$274K | 0.31% | 64 |
|
2024
Q2 | $615K | Sell |
6,020
-1,311
| -18% | -$134K | 0.22% | 83 |
|
2024
Q1 | $877K | Sell |
7,331
-1,154
| -14% | -$138K | 0.32% | 65 |
|
2023
Q4 | $1.03M | Buy |
8,485
+3,521
| +71% | +$429K | 0.43% | 53 |
|
2023
Q3 | $664K | Buy |
4,964
+171
| +4% | +$22.9K | 0.32% | 73 |
|
2023
Q2 | $713K | Buy |
+4,793
| New | +$713K | 0.33% | 70 |
|