Welch Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,100
| Closed | -$215K | – | 281 |
|
2024
Q2 | $215K | Hold |
2,100
| – | – | 0.01% | 239 |
|
2024
Q1 | $251K | Hold |
2,100
| – | – | 0.01% | 191 |
|
2023
Q4 | $256K | Hold |
2,100
| – | – | 0.01% | 192 |
|
2023
Q3 | $281K | Hold |
2,100
| – | – | 0.02% | 160 |
|
2023
Q2 | $312K | Hold |
2,100
| – | – | 0.02% | 154 |
|
2023
Q1 | $277K | Hold |
2,100
| – | – | 0.02% | 165 |
|
2022
Q4 | $297K | Hold |
2,100
| – | – | 0.02% | 164 |
|
2022
Q3 | $283K | Hold |
2,100
| – | – | 0.02% | 135 |
|
2022
Q2 | $325K | Buy |
2,100
+600
| +40% | +$92.9K | 0.02% | 137 |
|
2022
Q1 | $259K | Buy |
1,500
+500
| +50% | +$86.3K | 0.01% | 179 |
|
2021
Q4 | $235K | Hold |
1,000
| – | – | 0.01% | 195 |
|
2021
Q3 | $204K | Hold |
1,000
| – | – | 0.01% | 181 |
|
2021
Q2 | $218K | Hold |
1,000
| – | – | 0.01% | 175 |
|
2021
Q1 | $220K | Buy |
+1,000
| New | +$220K | 0.02% | 172 |
|