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Shelton Capital Management’s Whirlpool WHR Stock Holding History

Shelton Capital Management’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,984
Closed -$201K – 773
2025
Q2 		$201K Buy
+1,984
New +$165K ﹤0.01% 676
2025
Q1 		– Sell
-2,068
Closed -$237K – 758
2024
Q4 		$237K Sell
2,068
-126
-6% -$13.9K 0.01% 613
2024
Q3 		$235K Hold
2,194
– – 0.01% 635
2024
Q2 		$224K Sell
2,194
-157
-7% -$15.3K 0.01% 636
2024
Q1 		$281K Buy
+2,351
New +$262K 0.01% 564
2020
Q4 		– Sell
-25,134
Closed -$4.62M – 827
2020
Q3 		$4.62M Buy
+25,134
New +$4.18M 0.2% 116
2015
Q3 		– Sell
-1,270
Closed -$220K – 783
2015
Q2 		$220K Hold
1,270
– – 0.02% 713
2015
Q1 		$257K Sell
1,270
-2,200
-63% -$447K 0.03% 666
2014
Q4 		$672K Buy
+3,470
New +$596K 0.08% 265
2013
Q3 		– Sell
-2,770
Closed -$317K – 705
2013
Q2 		$317K Buy
+2,770
New +$336K 0.06% 418

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