Security National Bank’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.6K | Buy |
696
+51
| +8% | +$5.17K | 0.01% | 197 |
|
|
2025
Q1 | $58.1K | Hold |
645
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $73.8K | Hold |
645
| – | – | 0.01% | 178 |
|
|
2024
Q3 | $69K | Hold |
645
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $65.9K | Hold |
645
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $77.2K | Hold |
645
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $78.5K | Buy |
+645
| New | +$78.5K | 0.02% | 168 |
|
|
2018
Q3 | – | Sell |
-15,774
| Closed | -$2.31M | – | 67 |
|
|
2018
Q2 | $2.31M | Buy |
15,774
+907
| +6% | +$133K | 1.47% | 31 |
|
|
2018
Q1 | $2.28M | Buy |
14,867
+1,725
| +13% | +$264K | 1.52% | 29 |
|
|
2017
Q4 | $2.22M | Sell |
13,142
-1,096
| -8% | -$185K | 1.44% | 29 |
|
|
2017
Q3 | $2.63M | Buy |
14,238
+302
| +2% | +$55.7K | 1.8% | 25 |
|
|
2017
Q2 | $2.67M | Buy |
13,936
+580
| +4% | +$111K | 1.95% | 22 |
|
|
2017
Q1 | $2.29M | Buy |
+13,356
| New | +$2.29M | 1.71% | 28 |
|