AFC
AFT Forsyth & Company’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,662
| Closed | -$201K | – | 136 |
|
|
2023
Q3 | $201K | Sell |
1,662
-50
| -3% | -$6.04K | 0.15% | 125 |
|
|
2023
Q2 | $236K | Sell |
1,712
-150
| -8% | -$20.7K | 0.17% | 121 |
|
|
2023
Q1 | $250K | Hold |
1,862
| – | – | 0.19% | 118 |
|
|
2022
Q4 | $253K | Sell |
1,862
-300
| -14% | -$40.7K | 0.22% | 117 |
|
|
2022
Q3 | $243K | Hold |
2,162
| – | – | 0.22% | 117 |
|
|
2022
Q2 | $292K | Buy |
2,162
+265
| +14% | +$35.8K | 0.24% | 108 |
|
|
2022
Q1 | $234K | Hold |
1,897
| – | – | 0.15% | 137 |
|
|
2021
Q4 | $271K | Hold |
1,897
| – | – | 0.14% | 132 |
|
|
2021
Q3 | $251K | Hold |
1,897
| – | – | 0.13% | 137 |
|
|
2021
Q2 | $254K | Hold |
1,897
| – | – | 0.14% | 140 |
|
|
2021
Q1 | $264K | Hold |
1,897
| – | – | 0.16% | 133 |
|
|
2020
Q4 | $256K | Sell |
1,897
-66
| -3% | -$8.91K | 0.16% | 131 |
|
|
2020
Q3 | $290K | Buy |
1,963
+3
| +0.2% | +$443 | 0.22% | 111 |
|
|
2020
Q2 | $277K | Hold |
1,960
| – | – | 0.23% | 105 |
|
|
2020
Q1 | $251K | Sell |
1,960
-300
| -13% | -$38.4K | 0.25% | 107 |
|
|
2019
Q4 | $311K | Hold |
2,260
| – | – | 0.24% | 113 |
|
|
2019
Q3 | $321K | Hold |
2,260
| – | – | 0.27% | 108 |
|
|
2019
Q2 | $301K | Buy |
2,260
+50
| +2% | +$6.66K | 0.25% | 112 |
|
|
2019
Q1 | $274K | Sell |
2,210
-520
| -19% | -$64.5K | 0.24% | 116 |
|
|
2018
Q4 | $311K | Sell |
2,730
-178
| -6% | -$20.3K | 0.31% | 104 |
|
|
2018
Q3 | $330K | Hold |
2,908
| – | – | 0.27% | 112 |
|
|
2018
Q2 | $306K | Sell |
2,908
-497
| -15% | -$52.3K | 0.27% | 115 |
|
|
2018
Q1 | $375K | Sell |
3,405
-400
| -11% | -$44.1K | 0.35% | 98 |
|
|
2017
Q4 | $459K | Buy |
+3,805
| New | +$459K | 0.45% | 79 |
|
|
2013
Q3 | $273K | Hold |
2,895
| – | – | 0.35% | 89 |
|
|
2013
Q2 | $281K | Buy |
+2,895
| New | +$281K | 0.4% | 75 |
|