Rothschild Investment LLC’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.7K | Buy |
717
+5
| +0.7% | +$507 | ﹤0.01% | 703 |
|
|
2025
Q1 | $64.2K | Sell |
712
-202
| -22% | -$18.2K | ﹤0.01% | 711 |
|
|
2024
Q4 | $105K | Hold |
914
| – | – | 0.01% | 630 |
|
|
2024
Q3 | $97.8K | Sell |
914
-100
| -10% | -$10.7K | 0.01% | 653 |
|
|
2024
Q2 | $104K | Sell |
1,014
-143
| -12% | -$14.6K | 0.01% | 615 |
|
|
2024
Q1 | $138K | Buy |
1,157
+265
| +30% | +$31.7K | 0.01% | 533 |
|
|
2023
Q4 | $109K | Buy |
+892
| New | +$109K | 0.01% | 515 |
|
|
2023
Q3 | – | Sell |
-2,367
| Closed | -$352K | – | 498 |
|
|
2023
Q2 | $352K | Sell |
2,367
-2,750
| -54% | -$409K | 0.03% | 355 |
|
|
2023
Q1 | $676K | Buy |
5,117
+2,025
| +65% | +$268K | 0.06% | 261 |
|
|
2022
Q4 | $437K | Sell |
3,092
-250
| -7% | -$35.3K | 0.04% | 311 |
|
|
2022
Q3 | $451K | Sell |
3,342
-31
| -0.9% | -$4.18K | 0.04% | 293 |
|
|
2022
Q2 | $522K | Sell |
3,373
-335
| -9% | -$51.8K | 0.05% | 287 |
|
|
2022
Q1 | $641K | Buy |
3,708
+150
| +4% | +$25.9K | 0.05% | 284 |
|
|
2021
Q4 | $835K | Buy |
3,558
+610
| +21% | +$143K | 0.06% | 249 |
|
|
2021
Q3 | $601K | Buy |
+2,948
| New | +$601K | 0.05% | 280 |
|
|
2018
Q1 | – | Sell |
-6,848
| Closed | -$1.16M | – | 411 |
|
|
2017
Q4 | $1.16M | Sell |
6,848
-50
| -0.7% | -$8.43K | 0.13% | 185 |
|
|
2017
Q3 | $1.27M | Buy |
6,898
+635
| +10% | +$117K | 0.14% | 166 |
|
|
2017
Q2 | $1.2M | Hold |
6,263
| – | – | 0.14% | 182 |
|
|
2017
Q1 | $1.07M | Buy |
+6,263
| New | +$1.07M | 0.12% | 192 |
|