Carson Wealth (CWM LLC)’s Kirby Corp KEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
13,882
+5,777
| +71% | +$655K | 0.01% | 1038 |
|
|
2025
Q1 | $819K | Buy |
8,105
+5,915
| +270% | +$598K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $232K | Sell |
2,190
-1,284
| -37% | -$136K | ﹤0.01% | 1733 |
|
|
2024
Q3 | $425K | Buy |
3,474
+2,260
| +186% | +$276K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $145K | Buy |
1,214
+940
| +343% | +$112K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $26K | Buy |
274
+134
| +96% | +$12.7K | ﹤0.01% | 2730 |
|
|
2023
Q4 | $11K | Sell |
140
-74
| -35% | -$5.81K | ﹤0.01% | 3135 |
|
|
2023
Q3 | $18K | Buy |
214
+26
| +14% | +$2.19K | ﹤0.01% | 2745 |
|
|
2023
Q2 | $14K | Buy |
188
+5
| +3% | +$372 | ﹤0.01% | 2869 |
|
|
2023
Q1 | $13K | Sell |
183
-19
| -9% | -$1.35K | ﹤0.01% | 2791 |
|
|
2022
Q4 | $13K | Sell |
202
-10
| -5% | -$644 | ﹤0.01% | 2649 |
|
|
2022
Q3 | $13K | Buy |
212
+157
| +285% | +$9.63K | ﹤0.01% | 2515 |
|
|
2022
Q2 | $3K | Sell |
55
-10
| -15% | -$545 | ﹤0.01% | 3199 |
|
|
2022
Q1 | $5K | Buy |
65
+34
| +110% | +$2.62K | ﹤0.01% | 2834 |
|
|
2021
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 3125 |
|
|
2019
Q1 | – | Sell |
-26
| Closed | -$2K | – | 3087 |
|
|
2018
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 1758 |
|
|
2018
Q3 | $2K | Buy |
26
+10
| +63% | +$769 | ﹤0.01% | 1530 |
|
|
2018
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1538 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1288 |
|
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1369 |
|
|
2017
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1386 |
|