West Financial Advisors’s Whirlpool WHR Stock Holding History

West Financial Advisors’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$395	Hold	10	–	–	﹤0.01%	216
2026 Q1	$540	Hold	10	–	–	﹤0.01%	181
2025 Q4	$722	Hold	10	–	–	﹤0.01%	223
2025 Q3	$786	Hold	10	–	–	﹤0.01%	180
2025 Q2	$1.01K	Hold	10	–	–	﹤0.01%	189
2025 Q1	$902	Hold	10	–	–	﹤0.01%	191
2024 Q4	$1.15K	Hold	10	–	–	﹤0.01%	182
2024 Q3	$1.07K	Hold	10	–	–	﹤0.01%	173
2024 Q2	$1.02K	Hold	10	–	–	﹤0.01%	148
2024 Q1	$1.2K	Hold	10	–	–	﹤0.01%	143
2023 Q4	$1.22K	Hold	10	–	–	﹤0.01%	145
2023 Q3	$1.34K	Hold	10	–	–	﹤0.01%	181
2023 Q2	$1.49K	Hold	10	–	–	﹤0.01%	159
2023 Q1	$1.32K	Hold	10	–	–	﹤0.01%	142
2022 Q4	$1.42K	Hold	10	–	–	﹤0.01%	138
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	177
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	153
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	180
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	167
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	147
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	142
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	148
2020 Q4	$2K	Buy	+10	New	+$1.92K	﹤0.01%	143

Other funds holding WHR

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return