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Venturi Wealth Management’s Kirby Corp KEX Stock Holding History

Venturi Wealth Management’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120
Closed -$12.7K – 1258
2024
Q4 		$12.7K Sell
120
-51
-30% -$6.15K ﹤0.01% 1371
2024
Q3 		$20.9K Buy
171
+38
+29% +$4.53K ﹤0.01% 1003
2024
Q2 		$15.9K Buy
133
+12
+10% +$1.34K ﹤0.01% 988
2024
Q1 		$11.5K Buy
+121
New +$10.2K ﹤0.01% 898

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