Retirement Planning Company of New England’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
2,694
+162
| +6% | +$16.4K | 0.12% | 186 |
|
|
2025
Q1 | $228K | Buy |
2,532
+331
| +15% | +$29.8K | 0.11% | 204 |
|
|
2024
Q4 | $252K | Buy |
2,201
+79
| +4% | +$9.05K | 0.12% | 195 |
|
|
2024
Q3 | $227K | Buy |
2,122
+122
| +6% | +$13.1K | 0.11% | 200 |
|
|
2024
Q2 | $204K | Buy |
2,000
+6
| +0.3% | +$613 | 0.11% | 202 |
|
|
2024
Q1 | $239K | Buy |
+1,994
| New | +$239K | 0.13% | 191 |
|
|
2023
Q3 | – | Sell |
-2,206
| Closed | -$328K | – | 237 |
|
|
2023
Q2 | $328K | Buy |
2,206
+5
| +0.2% | +$744 | 0.19% | 144 |
|
|
2023
Q1 | $291K | Buy |
2,201
+109
| +5% | +$14.4K | 0.18% | 162 |
|
|
2022
Q4 | $296K | Sell |
2,092
-24
| -1% | -$3.4K | 0.19% | 155 |
|
|
2022
Q3 | $285K | Buy |
2,116
+237
| +13% | +$31.9K | 0.21% | 149 |
|
|
2022
Q2 | $291K | Buy |
1,879
+308
| +20% | +$47.7K | 0.2% | 149 |
|
|
2022
Q1 | $271K | Buy |
1,571
+288
| +22% | +$49.7K | 0.15% | 181 |
|
|
2021
Q4 | $301K | Buy |
+1,283
| New | +$301K | 0.15% | 164 |
|