Forvis Mazars Wealth Advisors’s Kimball International KBAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $464K | Sell |
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|
2021
Q2 | $554K | Buy |
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|
2021
Q1 | $581K | Hold |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $148K | Hold |
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|
2020
Q2 | $163K | Hold |
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|
2020
Q1 | $167K | Hold |
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|
2019
Q4 | $291K | Sell |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $3.86M | Sell |
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|
2019
Q1 | $3.89M | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $4.6M | Sell |
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|
2018
Q2 | $6.52M | Sell |
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|
2018
Q1 | $7.63M | Buy |
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|
2017
Q4 | $354K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7.66M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $6.76M | Buy |
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|
2016
Q1 | $379K | Hold |
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|
2015
Q4 | $327K | Buy |
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|
2015
Q3 | $197K | Hold |
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|
2015
Q2 | $254K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.56M | Buy |
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|
2013
Q4 | $2.09M | Hold |
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|
2013
Q3 | $1.54M | Buy |
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