Steward Partners Investment Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7K | Sell |
855
-1,302
| -60% | -$132K | ﹤0.01% | 2201 |
|
|
2025
Q1 | $194K | Sell |
2,157
-2,648
| -55% | -$239K | ﹤0.01% | 1663 |
|
|
2024
Q4 | $550K | Buy |
4,805
+4,432
| +1,188% | +$507K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $39.9K | Buy |
373
+119
| +47% | +$12.7K | ﹤0.01% | 2347 |
|
|
2024
Q2 | $26K | Sell |
254
-140
| -36% | -$14.3K | ﹤0.01% | 2410 |
|
|
2024
Q1 | $47.1K | Sell |
394
-2,952
| -88% | -$353K | ﹤0.01% | 2149 |
|
|
2023
Q4 | $407K | Sell |
3,346
-118
| -3% | -$14.4K | 0.01% | 1089 |
|
|
2023
Q3 | $463K | Buy |
3,464
+94
| +3% | +$12.6K | 0.01% | 946 |
|
|
2023
Q2 | $501K | Sell |
3,370
-952
| -22% | -$142K | 0.01% | 934 |
|
|
2023
Q1 | $571K | Sell |
4,322
-127
| -3% | -$16.8K | 0.01% | 877 |
|
|
2022
Q4 | $629K | Sell |
4,449
-1,244
| -22% | -$176K | 0.01% | 812 |
|
|
2022
Q3 | $767K | Buy |
5,693
+279
| +5% | +$37.6K | 0.01% | 718 |
|
|
2022
Q2 | $838K | Sell |
5,414
-542
| -9% | -$83.9K | 0.02% | 689 |
|
|
2022
Q1 | $1.03M | Sell |
5,956
-727
| -11% | -$126K | 0.02% | 679 |
|
|
2021
Q4 | $1.57M | Sell |
6,683
-107
| -2% | -$25.1K | 0.02% | 563 |
|
|
2021
Q3 | $1.38M | Sell |
6,790
-86
| -1% | -$17.5K | 0.02% | 551 |
|
|
2021
Q2 | $1.5M | Sell |
6,876
-754
| -10% | -$164K | 0.03% | 532 |
|
|
2021
Q1 | $1.68M | Buy |
7,630
+14
| +0.2% | +$3.09K | 0.03% | 483 |
|
|
2020
Q4 | $1.38M | Buy |
7,616
+7,306
| +2,357% | +$1.32M | 0.03% | 459 |
|
|
2020
Q3 | $57K | Sell |
310
-3,785
| -92% | -$696K | ﹤0.01% | 1450 |
|
|
2020
Q2 | $530K | Buy |
4,095
+3,900
| +2,000% | +$505K | 0.02% | 610 |
|
|
2020
Q1 | $16K | Hold |
195
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q4 | $28K | Sell |
195
-80
| -29% | -$11.5K | ﹤0.01% | 1654 |
|
|
2019
Q3 | $43K | Sell |
275
-126
| -31% | -$19.7K | ﹤0.01% | 1420 |
|
|
2019
Q2 | $57K | Buy |
+401
| New | +$57K | ﹤0.01% | 1293 |
|
|
2018
Q4 | – | Sell |
-320
| Closed | -$38K | – | 2162 |
|
|
2018
Q3 | $38K | Sell |
320
-49
| -13% | -$5.82K | ﹤0.01% | 1308 |
|
|
2018
Q2 | $54K | Buy |
369
+138
| +60% | +$20.2K | ﹤0.01% | 1075 |
|
|
2018
Q1 | $35K | Buy |
231
+130
| +129% | +$19.7K | ﹤0.01% | 1127 |
|
|
2017
Q4 | $17K | Sell |
101
-12
| -11% | -$2.02K | ﹤0.01% | 1193 |
|
|
2017
Q3 | $20K | Hold |
113
| – | – | ﹤0.01% | 942 |
|
|
2017
Q2 | $21K | Sell |
113
-11
| -9% | -$2.04K | ﹤0.01% | 856 |
|
|
2017
Q1 | $21K | Buy |
+124
| New | +$21K | ﹤0.01% | 750 |
|