Summit Financial’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
3,209
-195
| -6% | -$19.8K | 0.01% | 660 |
|
|
2025
Q1 | $307K | Sell |
3,404
-358
| -10% | -$32.3K | 0.01% | 603 |
|
|
2024
Q4 | $431K | Buy |
3,762
+150
| +4% | +$17.2K | 0.02% | 472 |
|
|
2024
Q3 | $386K | Sell |
3,612
-244
| -6% | -$26.1K | 0.02% | 417 |
|
|
2024
Q2 | $394K | Buy |
3,856
+717
| +23% | +$73.3K | 0.02% | 365 |
|
|
2024
Q1 | $376K | Sell |
3,139
-59
| -2% | -$7.06K | 0.02% | 295 |
|
|
2023
Q4 | $389K | Sell |
3,198
-41
| -1% | -$4.99K | 0.03% | 275 |
|
|
2023
Q3 | $433K | Sell |
3,239
-3
| -0.1% | -$401 | 0.03% | 251 |
|
|
2023
Q2 | $482K | Sell |
3,242
-1
| -0% | -$149 | 0.04% | 229 |
|
|
2023
Q1 | $428K | Sell |
3,243
-8
| -0.2% | -$1.06K | 0.04% | 185 |
|
|
2022
Q4 | $460K | Sell |
3,251
-111
| -3% | -$15.7K | 0.04% | 179 |
|
|
2022
Q3 | $453K | Buy |
3,362
+12
| +0.4% | +$1.62K | 0.04% | 178 |
|
|
2022
Q2 | $519K | Buy |
3,350
+306
| +10% | +$47.4K | 0.05% | 153 |
|
|
2022
Q1 | $526K | Sell |
3,044
-5
| -0.2% | -$864 | 0.04% | 172 |
|
|
2021
Q4 | $715K | Buy |
3,049
+188
| +7% | +$44.1K | 0.05% | 140 |
|
|
2021
Q3 | $583K | Buy |
2,861
+64
| +2% | +$13K | 0.05% | 124 |
|
|
2021
Q2 | $610K | Buy |
+2,797
| New | +$610K | 0.06% | 74 |
|