Forvis Mazars Wealth Advisors’s Kimball Electronics KE Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio KE Stock Details KE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-167,121	Closed	-$3.13M	–	410
2024 Q4	$3.13M	Sell	167,121 -6,185	-4%	-$116K	0.07%	126
2024 Q3	$3.21M	Buy	+173,306	New	+$3.21M	0.07%	126
2023 Q3	–	Sell	-194,806	Closed	-$5.38M	–	398
2023 Q2	$5.38M	Sell	194,806 -30,000	-13%	-$829K	0.16%	91
2023 Q1	$5.42M	Sell	224,806 -48,848	-18%	-$1.18M	0.18%	78
2022 Q4	$6.18M	Sell	273,654 -20,000	-7%	-$452K	0.22%	74
2022 Q3	$5.04M	Sell	293,654 -51,500	-15%	-$883K	0.2%	74
2022 Q2	$6.94M	Sell	345,154 -7,725	-2%	-$155K	0.28%	56
2022 Q1	$7.05M	Sell	352,879 -5,850	-2%	-$117K	0.3%	40
2021 Q4	$7.81M	Buy	358,729 +88,425	+33%	+$1.92M	0.33%	37
2021 Q3	$6.97M	Sell	270,304 -14,750	-5%	-$380K	0.32%	38
2021 Q2	$6.2M	Buy	285,054 +1,456	+0.5%	+$31.7K	0.29%	41
2021 Q1	$7.32M	Sell	283,598 -67,467	-19%	-$1.74M	0.36%	34
2020 Q4	$5.61M	Sell	351,065 -17,577	-5%	-$281K	0.28%	44
2020 Q3	$4.26M	Hold	368,642	–	–	0.25%	52
2020 Q2	$4.99M	Hold	368,642	–	–	0.32%	43
2020 Q1	$4.03M	Hold	368,642	–	–	0.33%	42
2019 Q4	$6.47M	Hold	368,642	–	–	0.47%	25
2019 Q3	$5.35M	Hold	368,642	–	–	0.43%	30
2019 Q2	$5.99M	Hold	368,642	–	–	0.49%	23
2019 Q1	$5.71M	Buy	+368,642	New	+$5.71M	0.47%	26
2018 Q4	–	Sell	-368,642	Closed	-$7.24M	–	237
2018 Q3	$7.24M	Sell	368,642 -369	-0.1%	-$7.25K	0.63%	19
2018 Q2	$6.75M	Hold	369,011	–	–	0.66%	18
2018 Q1	$5.96M	Buy	+369,011	New	+$5.96M	0.6%	20
2017 Q3	–	Sell	-405,749	Closed	-$7.32M	–	228
2017 Q2	$7.32M	Buy	+405,749	New	+$7.32M	0.83%	16
2016 Q3	–	Sell	-480,478	Closed	-$5.98M	–	194
2016 Q2	$5.98M	Buy	480,478 +455,404	+1,816%	+$5.67M	0.89%	17
2016 Q1	$280K	Hold	25,074	–	–	0.04%	144
2015 Q4	$276K	Sell	25,074 -1,749	-7%	-$19.3K	0.04%	152
2015 Q3	$320K	Hold	26,823	–	–	0.06%	133
2015 Q2	$391K	Buy	+26,823	New	+$391K	0.06%	119