Savant Capital’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,120
| Closed | -$215K | – | 1378 |
|
|
2025
Q2 | $215K | Sell |
2,120
-122
| -5% | -$10.1K | ﹤0.01% | 1120 |
|
|
2025
Q1 | $202K | Sell |
2,242
-164
| -7% | -$17.4K | ﹤0.01% | 1006 |
|
|
2024
Q4 | $275K | Buy |
2,406
+89
| +4% | +$9.82K | ﹤0.01% | 1152 |
|
|
2024
Q3 | $248K | Sell |
2,317
-290
| -11% | -$29.1K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $266K | Buy |
2,607
+125
| +5% | +$12.2K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $297K | Sell |
2,482
-158
| -6% | -$17.6K | ﹤0.01% | 906 |
|
|
2023
Q4 | $321K | Sell |
2,640
-696
| -21% | -$81.1K | ﹤0.01% | 683 |
|
|
2023
Q3 | $446K | Buy |
3,336
+116
| +4% | +$16.4K | 0.01% | 551 |
|
|
2023
Q2 | $479K | Buy |
3,220
+39
| +1% | +$5.36K | 0.01% | 520 |
|
|
2023
Q1 | $420K | Sell |
3,181
-3
| -0.1% | -$427 | 0.01% | 504 |
|
|
2022
Q4 | $442K | Buy |
3,184
+232
| +8% | +$33K | 0.01% | 379 |
|
|
2022
Q3 | $398K | Sell |
2,952
-248
| -8% | -$39.5K | 0.01% | 367 |
|
|
2022
Q2 | $496K | Sell |
3,200
-254
| -7% | -$44.2K | 0.02% | 344 |
|
|
2022
Q1 | $597K | Hold |
3,454
| – | – | 0.02% | 326 |
|
|
2021
Q4 | $811K | Sell |
3,454
-42
| -1% | -$9.22K | 0.03% | 270 |
|
|
2021
Q3 | $713K | Sell |
3,496
-3
| -0.1% | -$658 | 0.03% | 262 |
|
|
2021
Q2 | $763K | Buy |
3,499
+9
| +0.3% | +$2.1K | 0.03% | 236 |
|
|
2021
Q1 | $769K | Sell |
3,490
-45
| -1% | -$8.93K | 0.04% | 220 |
|
|
2020
Q4 | $638K | Sell |
3,535
-111
| -3% | -$21.3K | 0.04% | 235 |
|
|
2020
Q3 | $670K | Buy |
3,646
+414
| +13% | +$68.8K | 0.05% | 215 |
|
|
2020
Q2 | $419K | Buy |
3,232
+584
| +22% | +$66.8K | 0.03% | 267 |
|
|
2020
Q1 | $227K | Buy |
2,648
+297
| +13% | +$39K | 0.02% | 340 |
|
|
2019
Q4 | $347K | Buy |
2,351
+57
| +2% | +$8.61K | 0.04% | 263 |
|
|
2019
Q3 | $363K | Buy |
2,294
+50
| +2% | +$7.18K | 0.05% | 231 |
|
|
2019
Q2 | $319K | Buy |
2,244
+35
| +2% | +$4.69K | 0.04% | 254 |
|
|
2019
Q1 | $294K | Buy |
2,209
+140
| +7% | +$18.5K | 0.06% | 223 |
|
|
2018
Q4 | $221K | Sell |
2,069
-180
| -8% | -$20.4K | 0.05% | 243 |
|
|
2018
Q3 | $267K | Sell |
2,249
-113
| -5% | -$15K | 0.05% | 243 |
|
|
2018
Q2 | $345K | Sell |
2,362
-127
| -5% | -$19.3K | 0.07% | 200 |
|
|
2018
Q1 | $381K | Sell |
2,489
-200
| -7% | -$33.4K | 0.08% | 183 |
|
|
2017
Q4 | $453K | Hold |
2,689
| – | – | 0.1% | 163 |
|
|
2017
Q3 | $496K | Sell |
2,689
-100
| -4% | -$17.9K | 0.11% | 144 |
|
|
2017
Q2 | $534K | Buy |
2,789
+9
| +0.3% | +$1.65K | 0.13% | 129 |
|
|
2017
Q1 | $476K | Buy |
2,780
+100
| +4% | +$17.8K | 0.12% | 133 |
|
|
2016
Q4 | $487K | Sell |
2,680
-10
| -0.4% | -$1.66K | 0.13% | 131 |
|
|
2016
Q3 | $436K | Buy |
2,690
+20
| +0.7% | +$3.54K | 0.12% | 135 |
|
|
2016
Q2 | $445K | Buy |
2,670
+130
| +5% | +$22.9K | 0.13% | 133 |
|
|
2016
Q1 | $458K | Sell |
2,540
-51
| -2% | -$7.6K | 0.14% | 120 |
|
|
2015
Q4 | $381K | Sell |
2,591
-200
| -7% | -$31K | 0.12% | 135 |
|
|
2015
Q3 | $411K | Buy |
2,791
+20
| +0.7% | +$3.38K | 0.15% | 116 |
|
|
2015
Q2 | $480K | Hold |
2,771
| – | – | 0.16% | 110 |
|
|
2015
Q1 | $560K | Buy |
2,771
+20
| +0.7% | +$4.06K | 0.2% | 92 |
|
|
2014
Q4 | $533K | Buy |
2,751
+51
| +2% | +$8.76K | 0.2% | 86 |
|
|
2014
Q3 | $393K | Hold |
2,700
| – | – | 0.17% | 106 |
|
|
2014
Q2 | $376K | Hold |
2,700
| – | – | 0.16% | 108 |
|
|
2014
Q1 | $404K | Hold |
2,700
| – | – | 0.19% | 99 |
|
|
2013
Q4 | $424K | Sell |
2,700
-40
| -1% | -$5.87K | 0.21% | 79 |
|
|
2013
Q3 | $401K | Sell |
2,740
-140
| -5% | -$18.5K | 0.22% | 73 |
|
|
2013
Q2 | $329K | Buy |
+2,880
| New | +$349K | 0.19% | 89 |
|
Other funds holding WHR
AL
