Venturi Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-210
| Closed | -$24K | – | 1843 |
|
|
2024
Q4 | $24K | Buy |
210
+3
| +1% | +$343 | ﹤0.01% | 1218 |
|
|
2024
Q3 | $22.1K | Buy |
+207
| New | +$22.1K | ﹤0.01% | 988 |
|
|
2024
Q2 | – | Sell |
-12
| Closed | -$1.44K | – | 1541 |
|
|
2024
Q1 | $1.44K | Buy |
+12
| New | +$1.44K | ﹤0.01% | 1298 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$298 | – | 1440 |
|
|
2023
Q2 | $298 | Buy |
+2
| New | +$298 | ﹤0.01% | 1108 |
|