Whittier Trust’s KB Home KBH Stock Holding History

Whittier Trust’s Portfolio KBH Stock Details KBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53K	Hold	1,000	–	–	﹤0.01%	930
2025 Q1	$58.1K	Hold	1,000	–	–	﹤0.01%	904
2024 Q4	$65.7K	Hold	1,000	–	–	﹤0.01%	888
2024 Q3	$85.7K	Hold	1,000	–	–	﹤0.01%	826
2024 Q2	$70.2K	Hold	1,000	–	–	﹤0.01%	850
2024 Q1	$70.9K	Hold	1,000	–	–	﹤0.01%	861
2023 Q4	$62.5K	Buy	+1,000	New	+$62.5K	﹤0.01%	869
2022 Q4	–	Sell	-157	Closed	-$4K	–	1666
2022 Q3	$4K	Hold	157	–	–	﹤0.01%	1485
2022 Q2	$4K	Hold	157	–	–	﹤0.01%	1476
2022 Q1	$5K	Buy	+157	New	+$5K	﹤0.01%	1456
2020 Q1	–	Sell	-10,817	Closed	-$371K	–	1537
2019 Q4	$371K	Hold	10,817	–	–	0.01%	441
2019 Q3	$368K	Hold	10,817	–	–	0.01%	446
2019 Q2	$278K	Hold	10,817	–	–	0.01%	478
2019 Q1	$261K	Buy	10,817 +56	+0.5%	+$1.35K	0.01%	483
2018 Q4	$205K	Hold	10,761	–	–	0.01%	496
2018 Q3	$257K	Hold	10,761	–	–	0.01%	468
2018 Q2	$293K	Hold	10,761	–	–	0.01%	446
2018 Q1	$306K	Hold	10,761	–	–	0.01%	440
2017 Q4	$344K	Hold	10,761	–	–	0.01%	416
2017 Q3	$259K	Hold	10,761	–	–	0.01%	449
2017 Q2	$258K	Hold	10,761	–	–	0.01%	428
2017 Q1	$214K	Hold	10,761	–	–	0.01%	455
2016 Q4	$170K	Hold	10,761	–	–	0.01%	489
2016 Q3	$173K	Hold	10,761	–	–	0.01%	478
2016 Q2	$164K	Hold	10,761	–	–	0.01%	483
2016 Q1	$154K	Hold	10,761	–	–	0.01%	497
2015 Q4	$133K	Hold	10,761	–	–	0.01%	527
2015 Q3	$146K	Hold	10,761	–	–	0.01%	502
2015 Q2	$179K	Hold	10,761	–	–	0.01%	497
2015 Q1	$168K	Hold	10,761	–	–	0.01%	491
2014 Q4	$178K	Hold	10,761	–	–	0.01%	458
2014 Q3	$161K	Hold	10,761	–	–	0.01%	460
2014 Q2	$201K	Hold	10,761	–	–	0.01%	432
2014 Q1	$183K	Hold	10,761	–	–	0.01%	453
2013 Q4	$197K	Hold	10,761	–	–	0.01%	434
2013 Q3	$194K	Sell	10,761 -3,189	-23%	-$57.5K	0.01%	441
2013 Q2	$274K	Buy	+13,950	New	+$274K	0.02%	387