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Occidental Asset Management, LLC

SEC CIK
0001770994
Latest filing
Aug 7, 2026

WHR holding history

Whirlpool Corp in every 13F filed by Occidental Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WHR overviewAll 13F holders of WHRFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of WHR by Occidental Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−8,597−100.0%Sold outHolders
Q2 20238,597$1.28M0.3%+2,104+32.4%AddedHolders
Q1 20236,493$857.2K0.2%+957+17.3%AddedHolders
Q4 20225,536$783.1K0.2%+1,626+41.6%AddedHolders
Q3 20223,910$527.0K0.2%+476+13.9%AddedHolders
Q2 20223,434$532.0K0.2%+169+5.2%AddedHolders
Q1 20223,265$564.0K0.1%+160+5.2%AddedHolders
Q4 20213,105$729.0K0.2%+194+6.7%AddedHolders
Q3 20212,911$593.0K0.2%+221+8.2%AddedHolders
Q2 20212,690$586.0K0.2%+145+5.7%AddedHolders
Q1 20212,545$561.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.