Whittier Trust’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.7K | Sell |
216
-140
| -39% | -$17.7K | ﹤0.01% | 927 |
|
|
2025
Q4 | $42.2K | Hold |
356
| – | – | ﹤0.01% | 905 |
|
|
2025
Q3 | $29.5K | Hold |
356
| – | – | ﹤0.01% | 945 |
|
|
2025
Q2 | $40.4K | Hold |
356
| – | – | ﹤0.01% | 982 |
|
|
2025
Q1 | $36K | Hold |
356
| – | – | ﹤0.01% | 998 |
|
|
2024
Q4 | $37.7K | Hold |
356
| – | – | ﹤0.01% | 984 |
|
|
2024
Q3 | $43.6K | Hold |
356
| – | – | ﹤0.01% | 949 |
|
|
2024
Q2 | $42.6K | Hold |
356
| – | – | ﹤0.01% | 941 |
|
|
2024
Q1 | $33.9K | Hold |
356
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q4 | $27.9K | Hold |
356
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q3 | $29.5K | Hold |
356
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q2 | $27.4K | Hold |
356
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q1 | $24.8K | Hold |
356
| – | – | ﹤0.01% | 1112 |
|
|
2022
Q4 | $22.9K | Hold |
356
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q3 | $22K | Hold |
356
| – | – | ﹤0.01% | 1155 |
|
|
2022
Q2 | $22K | Hold |
356
| – | – | ﹤0.01% | 1145 |
|
|
2022
Q1 | $26K | Hold |
356
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q4 | $21K | Buy |
356
+114
| +47% | +$6.37K | ﹤0.01% | 1170 |
|
|
2021
Q3 | $12K | Hold |
242
| – | – | ﹤0.01% | 1221 |
|
|
2021
Q2 | $15K | Hold |
242
| – | – | ﹤0.01% | 1205 |
|
|
2021
Q1 | $15K | Buy |
242
+140
| +137% | +$8.41K | ﹤0.01% | 1181 |
|
|
2020
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q1 | $4K | Hold |
102
| – | – | ﹤0.01% | 1252 |
|
|
2019
Q4 | $9K | Hold |
102
| – | – | ﹤0.01% | 1142 |
|
|
2019
Q3 | $8K | Buy |
+102
| New | +$7.81K | ﹤0.01% | 1174 |
|
|
2015
Q3 | – | Sell |
-115
| Closed | -$9K | – | 1190 |
|
|
2015
Q2 | $9K | Buy |
+115
| New | +$9.11K | ﹤0.01% | 1025 |
|
Other funds holding KEX
VPM
VCM
