XWM
Xcel Wealth Management’s Whirlpool WHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
56,904
-1,904
| -3% | -$193K | 1.64% | 16 |
|
|
2025
Q1 | $5.3M | Sell |
58,808
-290
| -0.5% | -$26.1K | 1.65% | 15 |
|
|
2024
Q4 | $6.77M | Buy |
59,098
+85
| +0.1% | +$9.73K | 1.87% | 11 |
|
|
2024
Q3 | $6.31M | Buy |
59,013
+1,785
| +3% | +$191K | 1.85% | 14 |
|
|
2024
Q2 | $5.85M | Buy |
57,228
+50,368
| +734% | +$5.15M | 1.83% | 14 |
|
|
2024
Q1 | $821K | Buy |
6,860
+827
| +14% | +$98.9K | 0.26% | 66 |
|
|
2023
Q4 | $735K | Buy |
6,033
+1,225
| +25% | +$149K | 0.26% | 66 |
|
|
2023
Q3 | $643K | Sell |
4,808
-100
| -2% | -$13.4K | 0.25% | 67 |
|
|
2023
Q2 | $730K | Buy |
4,908
+1,000
| +26% | +$149K | 0.23% | 72 |
|
|
2023
Q1 | $516K | Sell |
3,908
-100
| -2% | -$13.2K | 0.18% | 83 |
|
|
2022
Q4 | $567K | Sell |
4,008
-1,800
| -31% | -$255K | 0.22% | 72 |
|
|
2022
Q3 | $783K | Buy |
5,808
+380
| +7% | +$51.2K | 0.29% | 60 |
|
|
2022
Q2 | $841K | Buy |
+5,428
| New | +$841K | 0.31% | 61 |
|