Waterloo Capital’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $526K | Buy |
5,187
+1,715
| +49% | +$174K | 0.04% | 263 |
|
2025
Q1 | $313K | Sell |
3,472
-1,162
| -25% | -$105K | 0.03% | 312 |
|
2024
Q4 | $531K | Sell |
4,634
-165
| -3% | -$18.9K | 0.06% | 223 |
|
2024
Q3 | $513K | Sell |
4,799
-16,088
| -77% | -$1.72M | 0.06% | 230 |
|
2024
Q2 | $2.13M | Buy |
20,887
+1,683
| +9% | +$172K | 0.26% | 96 |
|
2024
Q1 | $2.3M | Buy |
19,204
+3,927
| +26% | +$470K | 0.29% | 84 |
|
2023
Q4 | $1.86M | Buy |
+15,277
| New | +$1.86M | 0.3% | 84 |
|