Balasa Dinverno & Foltz’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$248K Buy
2,206
+2
+0.1% +$225 0.02% 294
2022
Q2
$298K Hold
2,204
0.02% 272
2022
Q1
$271K Sell
2,204
-594
-21% -$73K 0.02% 286
2021
Q4
$400K Sell
2,798
-580
-17% -$82.9K 0.03% 228
2021
Q3
$447K Sell
3,378
-111
-3% -$14.7K 0.03% 202
2021
Q2
$467K Buy
3,489
+108
+3% +$14.5K 0.03% 191
2021
Q1
$470K Buy
3,381
+243
+8% +$33.8K 0.04% 187
2020
Q4
$423K Sell
3,138
-1,080
-26% -$146K 0.04% 186
2020
Q3
$623K Buy
4,218
+1,023
+32% +$151K 0.06% 134
2020
Q2
$452K Sell
3,195
-948
-23% -$134K 0.05% 138
2020
Q1
$530K Buy
4,143
+694
+20% +$88.8K 0.07% 131
2019
Q4
$474K Buy
3,449
+7
+0.2% +$962 0.05% 164
2019
Q3
$489K Buy
3,442
+12
+0.3% +$1.71K 0.06% 154
2019
Q2
$457K Hold
3,430
0.05% 151
2019
Q1
$425K Sell
3,430
-145
-4% -$18K 0.05% 149
2018
Q4
$407K Sell
3,575
-230
-6% -$26.2K 0.05% 147
2018
Q3
$432K Sell
3,805
-36
-0.9% -$4.09K 0.05% 153
2018
Q2
$405K Sell
3,841
-184
-5% -$19.4K 0.06% 147
2018
Q1
$443K Sell
4,025
-101
-2% -$11.1K 0.07% 132
2017
Q4
$498K Sell
4,126
-281
-6% -$33.9K 0.07% 118
2017
Q3
$519K Sell
4,407
-1,514
-26% -$178K 0.08% 114
2017
Q2
$764K Buy
5,921
+325
+6% +$41.9K 0.12% 74
2017
Q1
$737K Sell
5,596
-3
-0.1% -$395 0.12% 75
2016
Q4
$639K Buy
5,599
+626
+13% +$71.4K 0.11% 78
2016
Q3
$627K Buy
4,973
+57
+1% +$7.19K 0.11% 74
2016
Q2
$676K Buy
4,916
+2,380
+94% +$327K 0.12% 69
2016
Q1
$341K Sell
2,536
-110
-4% -$14.8K 0.06% 119
2015
Q4
$337K Buy
2,646
+164
+7% +$20.9K 0.06% 136
2015
Q3
$271K Buy
2,482
+4
+0.2% +$437 0.05% 154
2015
Q2
$263K Sell
2,478
-50
-2% -$5.31K 0.04% 159
2015
Q1
$271K Sell
2,528
-492
-16% -$52.7K 0.04% 156
2014
Q4
$349K Sell
3,020
-78
-3% -$9.01K 0.05% 130
2014
Q3
$319K Sell
3,098
-124
-4% -$12.8K 0.05% 121
2014
Q2
$344K Sell
3,222
-80
-2% -$8.54K 0.04% 111
2014
Q1
$349K Buy
3,302
+284
+9% +$30K 0.04% 105
2013
Q4
$302K Buy
3,018
+31
+1% +$3.1K 0.04% 110
2013
Q3
$270K Buy
2,987
+103
+4% +$9.31K 0.04% 108
2013
Q2
$269K Buy
+2,884
New +$269K 0.05% 105