WIM
Westside Investment Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
1,695
-650
| -28% | -$65.9K | 0.03% | 270 |
|
|
2025
Q1 | $211K | Hold |
2,345
| – | – | 0.05% | 230 |
|
|
2024
Q4 | $268K | Hold |
2,345
| – | – | 0.06% | 201 |
|
|
2024
Q3 | $251K | Buy |
2,345
+100
| +4% | +$10.7K | 0.05% | 209 |
|
|
2024
Q2 | $229K | Hold |
2,245
| – | – | 0.05% | 211 |
|
|
2024
Q1 | $269K | Sell |
2,245
-250
| -10% | -$29.9K | 0.06% | 199 |
|
|
2023
Q4 | $304K | Hold |
2,495
| – | – | 0.08% | 176 |
|
|
2023
Q3 | $334K | Sell |
2,495
-100
| -4% | -$13.4K | 0.1% | 164 |
|
|
2023
Q2 | $386K | Sell |
2,595
-70
| -3% | -$10.4K | 0.11% | 158 |
|
|
2023
Q1 | $352K | Hold |
2,665
| – | – | 0.1% | 162 |
|
|
2022
Q4 | $376 | Sell |
2,665
-420
| -14% | -$59 | ﹤0.01% | 293 |
|
|
2022
Q3 | $415 | Hold |
3,085
| – | – | ﹤0.01% | 297 |
|
|
2022
Q2 | $477 | Hold |
3,085
| – | – | ﹤0.01% | 285 |
|
|
2022
Q1 | $533 | Hold |
3,085
| – | – | ﹤0.01% | 288 |
|
|
2021
Q4 | $723 | Hold |
3,085
| – | – | ﹤0.01% | 268 |
|
|
2021
Q3 | $628 | Sell |
3,085
-10
| -0.3% | -$2 | ﹤0.01% | 269 |
|
|
2021
Q2 | $674 | Sell |
3,095
-585
| -16% | -$127 | ﹤0.01% | 256 |
|
|
2021
Q1 | $810 | Sell |
3,680
-140
| -4% | -$31 | ﹤0.01% | 244 |
|
|
2020
Q4 | $689 | Sell |
3,820
-125
| -3% | -$23 | ﹤0.01% | 208 |
|
|
2020
Q3 | $725 | Sell |
3,945
-500
| -11% | -$92 | ﹤0.01% | 217 |
|
|
2020
Q2 | $575 | Sell |
4,445
-1,800
| -29% | -$233 | ﹤0.01% | 198 |
|
|
2020
Q1 | $52K | Buy |
+6,245
| New | +$52K | 0.04% | 82 |
|
|
2019
Q2 | $28.6K | Buy |
+9,215
| New | +$28.6K | 0.06% | 54 |
|
|
2018
Q4 | $1.21M | Buy |
11,335
+2,485
| +28% | +$266K | 0.44% | 39 |
|
|
2018
Q3 | $1.05M | Buy |
8,850
+3,270
| +59% | +$389K | 0.34% | 49 |
|
|
2018
Q2 | $820K | Buy |
5,580
+210
| +4% | +$30.9K | 0.29% | 57 |
|
|
2018
Q1 | $808K | Buy |
5,370
+190
| +4% | +$28.6K | 0.44% | 51 |
|
|
2017
Q4 | $876K | Buy |
5,180
+945
| +22% | +$160K | 0.47% | 51 |
|
|
2017
Q3 | $762K | Buy |
4,235
+150
| +4% | +$27K | 0.46% | 52 |
|
|
2017
Q2 | $788K | Buy |
4,085
+75
| +2% | +$14.5K | 0.51% | 53 |
|
|
2017
Q1 | $664K | Buy |
4,010
+2,380
| +146% | +$394K | 0.32% | 56 |
|
|
2016
Q4 | $298K | Buy |
+1,630
| New | +$298K | 0.2% | 77 |
|