True Wealth Design’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102 | Sell |
1
-13
| -93% | -$1.33K | ﹤0.01% | 2233 |
|
|
2025
Q1 | $1.26K | Sell |
14
-430
| -97% | -$38.8K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $50.8K | Buy |
444
+89
| +25% | +$10.2K | 0.02% | 159 |
|
|
2024
Q3 | $38K | Buy |
355
+300
| +545% | +$32.1K | 0.01% | 189 |
|
|
2024
Q2 | $5.62K | Hold |
55
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $6.58K | Buy |
55
+53
| +2,650% | +$6.34K | ﹤0.01% | 264 |
|
|
2023
Q4 | $244 | Hold |
2
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $268 | Hold |
2
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $298 | Sell |
2
-1
| -33% | -$149 | ﹤0.01% | 584 |
|
|
2023
Q1 | $397 | Hold |
3
| – | – | ﹤0.01% | 581 |
|
|
2022
Q4 | $424 | Buy |
+3
| New | +$424 | ﹤0.01% | 495 |
|