Summit Financial Wealth Advisors, LLC WHR Holdings History
Summit Financial Wealth Advisors, LLC's Whirlpool Corp Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 5,000.00 shares of Whirlpool Corp(WHR), totaling $450,650.00. This investment constitutes 0.09% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.01% of the outstanding Whirlpool Corp(WHR) stock.
The initial trade took place in 2025Q1. And since then Summit Financial Wealth Advisors, LLC has made 1 purchases of WHR, at an average price of $106.04, for a total of 5,000.00 shares. Based on historical transaction data and WHR's current price of $96.52, Summit Financial Wealth Advisors, LLC's estimated gain on his WHR holdings is $-47,600.00, reflecting a -8.98% gain to date.
Summit Financial Wealth Advisors, LLC WHR ($96.52) Holding Chart
Summit Financial Wealth Advisors, LLC WHR ($96.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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