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WIA
Westbourne Investment Advisors’s
Whirlpool
WHR
Stock Holding History
Westbourne Investment 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
2020
Q3
–
Sell
-3,255
Closed
-$422K
–
52
2020
Q2
$422K
Sell
3,255
-7,185
-69%
-$822K
0.52%
33
2020
Q1
$896K
Sell
10,440
-2,698
-21%
-$354K
0.83%
34
2019
Q4
$1.94M
Sell
13,138
-1,094
-8%
-$165K
1.32%
23
2019
Q3
$2.25M
Buy
14,232
+20
+0.1%
+$2.87K
1.68%
16
2019
Q2
$2.02M
Sell
14,212
-1,087
-7%
-$146K
1.64%
17
2019
Q1
$2.03M
Buy
15,299
+940
+7%
+$124K
1.56%
19
2018
Q4
$1.53M
Sell
14,359
-792
-5%
-$89.8K
1.32%
24
2018
Q3
$1.8M
Buy
15,151
+2,611
+21%
+$346K
1.31%
20
2018
Q2
$1.83M
Buy
12,540
+525
+4%
+$79.8K
1.58%
19
2018
Q1
$1.84M
Buy
12,015
+390
+3%
+$65.1K
1.47%
19
2017
Q4
$1.96M
Buy
11,625
+476
+4%
+$80.6K
1.49%
18
2017
Q3
$2.06M
Buy
11,149
+2,836
+34%
+$507K
1.6%
16
2017
Q2
$1.59M
Buy
8,313
+1,216
+17%
+$222K
1.3%
24
2017
Q1
$1.22M
Buy
7,097
+2,833
+66%
+$503K
1%
34
2016
Q4
$775K
Buy
4,264
+735
+21%
+$122K
0.68%
50
2016
Q3
$572K
Sell
3,529
-65
-2%
-$11.5K
0.51%
61
2016
Q2
$599K
Buy
3,594
+340
+10%
+$60K
0.54%
54
2016
Q1
$587K
Sell
3,254
-645
-17%
-$96.1K
0.56%
55
2015
Q4
$573K
Buy
+3,899
New
+$605K
0.55%
55
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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