Summit Financial’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $431K | Buy |
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|
2024
Q3 | $386K | Sell |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $482K | Sell |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $583K | Buy |
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|
2021
Q2 | $610K | Buy |
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