Summit Securities Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Hold |
200
| – | – | ﹤0.01% | 598 |
|
|
2025
Q1 | $18K | Sell |
200
-6,100
| -97% | -$550K | ﹤0.01% | 356 |
|
|
2024
Q4 | $721K | Buy |
6,300
+3,100
| +97% | +$355K | 0.15% | 39 |
|
|
2024
Q3 | $342K | Sell |
3,200
-1,300
| -29% | -$139K | 0.09% | 57 |
|
|
2024
Q2 | $460K | Buy |
4,500
+2,000
| +80% | +$204K | 0.09% | 41 |
|
|
2024
Q1 | $299K | Buy |
+2,500
| New | +$299K | 0.05% | 55 |
|
|
2023
Q3 | – | Sell |
-172
| Closed | -$26K | – | 886 |
|
|
2023
Q2 | $26K | Buy |
172
+67
| +64% | +$10.1K | ﹤0.01% | 444 |
|
|
2023
Q1 | $14K | Sell |
105
-150
| -59% | -$20K | ﹤0.01% | 533 |
|
|
2022
Q4 | $36K | Buy |
255
+55
| +28% | +$7.77K | ﹤0.01% | 566 |
|
|
2022
Q3 | $27K | Sell |
200
-117
| -37% | -$15.8K | ﹤0.01% | 491 |
|
|
2022
Q2 | $49K | Buy |
317
+93
| +42% | +$14.4K | 0.01% | 378 |
|
|
2022
Q1 | $39K | Sell |
224
-2,383
| -91% | -$415K | ﹤0.01% | 426 |
|
|
2021
Q4 | $612K | Buy |
2,607
+282
| +12% | +$66.2K | 0.03% | 196 |
|
|
2021
Q3 | $474K | Buy |
2,325
+1,186
| +104% | +$242K | 0.04% | 187 |
|
|
2021
Q2 | $248K | Sell |
1,139
-1,461
| -56% | -$318K | 0.02% | 281 |
|
|
2021
Q1 | $573K | Buy |
2,600
+1,100
| +73% | +$242K | 0.06% | 131 |
|
|
2020
Q4 | $271K | Sell |
1,500
-500
| -25% | -$90.3K | 0.02% | 211 |
|
|
2020
Q3 | $368K | Buy |
+2,000
| New | +$368K | 0.04% | 95 |
|
|
2020
Q1 | – | Sell |
-10,200
| Closed | -$1.51M | – | 268 |
|
|
2019
Q4 | $1.51M | Buy |
+10,200
| New | +$1.51M | 0.11% | 68 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$285K | – | 236 |
|
|
2019
Q2 | $285K | Buy |
+2,000
| New | +$285K | 0.03% | 101 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 222 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 185 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 160 |
|
|
2015
Q4 | – | Sell |
-900
| Closed | -$133K | – | 402 |
|
|
2015
Q3 | $133K | Sell |
900
-981
| -52% | -$145K | 0.1% | 87 |
|
|
2015
Q2 | $326K | Buy |
1,881
+1,481
| +370% | +$257K | 0.16% | 46 |
|
|
2015
Q1 | $81K | Sell |
400
-19,100
| -98% | -$3.87M | 0.06% | 125 |
|
|
2014
Q4 | $3.78M | Buy |
19,500
+19,300
| +9,650% | +$3.74M | 1.09% | 15 |
|
|
2014
Q3 | $29K | Buy |
+200
| New | +$29K | 0.01% | 412 |
|