Richardson Financial Services’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-485
| Closed | -$43.7K | – | 642 |
|
|
2025
Q1 | $43.7K | Hold |
485
| – | – | 0.03% | 250 |
|
|
2024
Q4 | $55.2K | Sell |
485
-90
| -16% | -$10.2K | 0.04% | 248 |
|
|
2024
Q3 | $58.8K | Hold |
575
| – | – | 0.04% | 249 |
|
|
2024
Q2 | $58.8K | Sell |
575
-30
| -5% | -$3.07K | 0.04% | 236 |
|
|
2024
Q1 | $72.4K | Buy |
605
+30
| +5% | +$3.59K | 0.05% | 220 |
|
|
2023
Q4 | $70K | Buy |
+575
| New | +$70K | 0.06% | 194 |
|