United Capital Financial Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,116
| Closed | -$440K | – | 1109 |
|
|
2024
Q3 | $440K | Buy |
4,116
+1,020
| +33% | +$103K | ﹤0.01% | 757 |
|
|
2024
Q2 | $316K | Sell |
3,096
-8,384
| -73% | -$817K | ﹤0.01% | 830 |
|
|
2024
Q1 | $1.37M | Sell |
11,480
-1,165
| -9% | -$130K | 0.01% | 499 |
|
|
2023
Q4 | $1.54M | Sell |
12,645
-23,901
| -65% | -$2.78M | 0.01% | 470 |
|
|
2023
Q3 | $4.89M | Sell |
36,546
-18
| -0% | -$2.54K | 0.03% | 299 |
|
|
2023
Q2 | $5.44M | Buy |
36,564
+949
| +3% | +$130K | 0.03% | 301 |
|
|
2023
Q1 | $4.7M | Buy |
35,615
+5,793
| +19% | +$825K | 0.03% | 323 |
|
|
2022
Q4 | $4.22M | Buy |
29,822
+12,729
| +74% | +$1.81M | 0.02% | 355 |
|
|
2022
Q3 | $2.3M | Buy |
17,093
+2,128
| +14% | +$339K | 0.01% | 450 |
|
|
2022
Q2 | $2.32M | Buy |
14,965
+5,951
| +66% | +$1.03M | 0.01% | 465 |
|
|
2022
Q1 | $1.56M | Buy |
9,014
+1,814
| +25% | +$368K | 0.01% | 571 |
|
|
2021
Q4 | $1.69M | Buy |
7,200
+5,836
| +428% | +$1.28M | 0.01% | 568 |
|
|
2021
Q3 | $278K | Sell |
1,364
-549
| -29% | -$120K | ﹤0.01% | 1041 |
|
|
2021
Q2 | $417K | Buy |
1,913
+195
| +11% | +$45.4K | ﹤0.01% | 920 |
|
|
2021
Q1 | $379K | Buy |
1,718
+436
| +34% | +$86.5K | ﹤0.01% | 929 |
|
|
2020
Q4 | $231K | Buy |
1,282
+84
| +7% | +$16.1K | ﹤0.01% | 1085 |
|
|
2020
Q3 | $220K | Buy |
+1,198
| New | +$199K | ﹤0.01% | 1046 |
|
|
2020
Q1 | – | Sell |
-1,952
| Closed | -$288K | – | 1383 |
|
|
2019
Q4 | $288K | Buy |
+1,952
| New | +$295K | ﹤0.01% | 1151 |
|
|
2019
Q3 | – | Sell |
-2,397
| Closed | -$341K | – | 1501 |
|
|
2019
Q2 | $341K | Buy |
2,397
+549
| +30% | +$73.6K | ﹤0.01% | 1162 |
|
|
2019
Q1 | $246K | Buy |
+1,848
| New | +$244K | ﹤0.01% | 1204 |
|
|
2017
Q4 | – | Sell |
-1,113
| Closed | -$205K | – | 1363 |
|
|
2017
Q3 | $205K | Buy |
+1,113
| New | +$199K | ﹤0.01% | 1233 |
|
|
2016
Q4 | – | Sell |
-1,598
| Closed | -$259K | – | 1333 |
|
|
2016
Q3 | $259K | Sell |
1,598
-292
| -15% | -$51.7K | ﹤0.01% | 1116 |
|
|
2016
Q2 | $316K | Buy |
1,890
+166
| +10% | +$29.3K | ﹤0.01% | 1022 |
|
|
2016
Q1 | $311K | Buy |
+1,724
| New | +$257K | ﹤0.01% | 997 |
|
|
2015
Q3 | – | Sell |
-1,223
| Closed | -$212K | – | 1322 |
|
|
2015
Q2 | $212K | Sell |
1,223
-977
| -44% | -$184K | ﹤0.01% | 1168 |
|
|
2015
Q1 | $386K | Buy |
2,200
+72
| +3% | +$14.6K | ﹤0.01% | 1002 |
|
|
2014
Q4 | $412K | Sell |
2,128
-1,462
| -41% | -$251K | 0.01% | 882 |
|
|
2014
Q3 | $523K | Buy |
+3,590
| New | +$531K | 0.01% | 786 |
|
|
2014
Q2 | – | Sell |
-2,021
| Closed | -$302K | – | 942 |
|
|
2014
Q1 | $302K | Sell |
2,021
-120
| -6% | -$17.4K | 0.01% | 780 |
|
|
2013
Q4 | $336K | Buy |
2,141
+34
| +2% | +$4.99K | 0.01% | 506 |
|
|
2013
Q3 | $309K | Buy |
+2,107
| New | +$279K | 0.01% | 553 |
|
Other funds holding WHR
United Capital Financial Advisors's WHR Position: Q4 2024 in Review
United Capital Financial Advisors sold out of Whirlpool (WHR) in Q4 2024, closing a stake of 4,116 shares — an estimated $440K sold.
United Capital Financial Advisors first reported a position in WHR in Q3 2013 and held it in 31 quarters. The position peaked at $5.44M in Q2 2023. 545 funds tracked by Wall St. Rank hold WHR as of Q4 2024.
- United Capital Financial Advisors reported no remaining Whirlpool position as of Q4 2024 after selling out during the quarter.
- United Capital Financial Advisors sold 4,116 Whirlpool shares in Q4 2024, an estimated $440K.
- United Capital Financial Advisors first reported a position in Whirlpool in Q3 2013 and held it in 31 quarters.
- United Capital Financial Advisors's Whirlpool position peaked at $5.44M in Q2 2023.
- 545 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.
Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.