Trivium Point 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 | – | Sell |
-2,818
| Closed | -$254K | – | 362 |
|
|
2025
Q1 | $254K | Sell |
2,818
-103
| -4% | -$9.28K | 0.03% | 298 |
|
|
2024
Q4 | $334K | Buy |
2,921
+4
| +0.1% | +$458 | 0.04% | 276 |
|
|
2024
Q3 | $332K | Sell |
2,917
-248
| -8% | -$28.2K | 0.05% | 265 |
|
|
2024
Q2 | $323K | Sell |
3,165
-100
| -3% | -$10.2K | 0.05% | 242 |
|
|
2024
Q1 | $391K | Sell |
3,265
-565
| -15% | -$67.6K | 0.08% | 176 |
|
|
2023
Q4 | $466K | Buy |
3,830
+130
| +4% | +$15.8K | 0.11% | 148 |
|
|
2023
Q3 | $474K | Sell |
3,700
-5
| -0.1% | -$640 | 0.13% | 147 |
|
|
2023
Q2 | $551K | Buy |
+3,705
| New | +$551K | 0.15% | 147 |
|