Xcel Wealth Management’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $6.77M | Buy |
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|
2024
Q3 | $6.31M | Buy |
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|
2024
Q2 | $5.85M | Buy |
|
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|
2024
Q1 | $821K | Buy |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $516K | Sell |
|
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $783K | Buy |
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|
2022
Q2 | $841K | Buy |
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