Raymond James Financial Services Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.98M | Buy |
27,886
+7,999
| +40% | +$804K | ﹤0.01% | 1509 |
|
|
2024
Q2 | $2.03M | Buy |
19,887
+5,693
| +40% | +$555K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $1.7M | Buy |
14,194
+2,528
| +22% | +$282K | ﹤0.01% | 1723 |
|
|
2023
Q4 | $1.42M | Sell |
11,666
-370
| -3% | -$43.1K | ﹤0.01% | 1764 |
|
|
2023
Q3 | $1.61M | Sell |
12,036
-1,066
| -8% | -$151K | ﹤0.01% | 1625 |
|
|
2023
Q2 | $1.95M | Buy |
13,102
+46
| +0.4% | +$6.32K | ﹤0.01% | 1523 |
|
|
2023
Q1 | $1.72M | Buy |
13,056
+664
| +5% | +$94.6K | ﹤0.01% | 1569 |
|
|
2022
Q4 | $1.75M | Sell |
12,392
-11,211
| -47% | -$1.59M | ﹤0.01% | 1505 |
|
|
2022
Q3 | $3.18M | Buy |
23,603
+1,724
| +8% | +$274K | 0.01% | 1172 |
|
|
2022
Q2 | $3.39M | Buy |
21,879
+2,136
| +11% | +$371K | 0.01% | 1132 |
|
|
2022
Q1 | $3.41M | Buy |
19,743
+6,982
| +55% | +$1.42M | 0.01% | 1204 |
|
|
2021
Q4 | $3M | Sell |
12,761
-161
| -1% | -$35.4K | 0.01% | 1290 |
|
|
2021
Q3 | $2.63M | Sell |
12,922
-3,572
| -22% | -$783K | 0.01% | 1323 |
|
|
2021
Q2 | $3.6M | Buy |
16,494
+849
| +5% | +$198K | 0.01% | 1148 |
|
|
2021
Q1 | $3.45M | Buy |
15,645
+3,773
| +32% | +$749K | 0.01% | 1096 |
|
|
2020
Q4 | $2.14M | Sell |
11,872
-735
| -6% | -$141K | 0.01% | 1255 |
|
|
2020
Q3 | $2.32M | Sell |
12,607
-2,352
| -16% | -$391K | 0.01% | 1091 |
|
|
2020
Q2 | $1.94M | Sell |
14,959
-18,880
| -56% | -$2.16M | 0.01% | 1137 |
|
|
2020
Q1 | $2.9M | Buy |
33,839
+22,966
| +211% | +$3.02M | 0.01% | 727 |
|
|
2019
Q4 | $1.6M | Sell |
10,873
-1,286
| -11% | -$194K | 0.01% | 1284 |
|
|
2019
Q3 | $1.93M | Buy |
12,159
+432
| +4% | +$62K | 0.01% | 1128 |
|
|
2019
Q2 | $1.67M | Sell |
11,727
-299
| -2% | -$40.1K | 0.01% | 1198 |
|
|
2019
Q1 | $1.6M | Sell |
12,026
-1,060
| -8% | -$140K | 0.01% | 1184 |
|
|
2018
Q4 | $1.4M | Buy |
13,086
+2,010
| +18% | +$228K | 0.01% | 1094 |
|
|
2018
Q3 | $1.31M | Buy |
11,076
+2,376
| +27% | +$315K | 0.01% | 1306 |
|
|
2018
Q2 | $1.27M | Buy |
8,700
+118
| +1% | +$17.9K | 0.01% | 1278 |
|
|
2018
Q1 | $1.31M | Buy |
8,582
+197
| +2% | +$32.9K | 0.01% | 1152 |
|
|
2017
Q4 | $1.41M | Sell |
8,385
-393
| -4% | -$66.6K | 0.01% | 1084 |
|
|
2017
Q3 | $1.62M | Sell |
8,778
-192
| -2% | -$34.3K | 0.01% | 1017 |
|
|
2017
Q2 | $1.72M | Sell |
8,970
-5,326
| -37% | -$974K | 0.01% | 956 |
|
|
2017
Q1 | $2.45M | Sell |
14,296
-822
| -5% | -$146K | 0.02% | 740 |
|
|
2016
Q4 | $2.75M | Buy |
15,118
+352
| +2% | +$58.3K | 0.02% | 653 |
|
|
2016
Q3 | $2.4M | Sell |
14,766
-815
| -5% | -$144K | 0.02% | 686 |
|
|
2016
Q2 | $2.6M | Buy |
15,581
+475
| +3% | +$83.8K | 0.03% | 621 |
|
|
2016
Q1 | $2.72M | Buy |
+15,106
| New | +$2.25M | 0.03% | 513 |
|
Other funds holding WHR
Raymond James Financial Services Advisors's WHR Position: Q3 2024 in Review
Raymond James Financial Services Advisors increased its Whirlpool (WHR) stake by 40% in Q3 2024, buying an estimated $804K and bringing the position to 27,886 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.
Raymond James Financial Services Advisors first reported a position in WHR in Q1 2016 and has held it in 35 quarters since. The position peaked at $3.6M in Q2 2021. 531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.
- Raymond James Financial Services Advisors held 27,886 shares of Whirlpool worth $2.98M as of Q3 2024.
- Raymond James Financial Services Advisors bought 7,999 Whirlpool shares in Q3 2024, an estimated $804K.
- Whirlpool made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1509 holding.
- Raymond James Financial Services Advisors first reported a position in Whirlpool in Q1 2016 and has held it in 35 quarters since.
- Raymond James Financial Services Advisors's Whirlpool position peaked at $3.6M in Q2 2021.
- 531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.