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