Bank of Stockton’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,627
| Closed | -$215K | – | 126 |
|
|
2021
Q3 | $215K | Hold |
1,627
| – | – | 0.07% | 115 |
|
|
2021
Q2 | $218K | Hold |
1,627
| – | – | 0.07% | 118 |
|
|
2021
Q1 | $226K | Buy |
1,627
+77
| +5% | +$10.7K | 0.08% | 110 |
|
|
2020
Q4 | $208K | Sell |
1,550
-425
| -22% | -$57K | 0.08% | 108 |
|
|
2020
Q3 | $291K | Hold |
1,975
| – | – | 0.12% | 105 |
|
|
2020
Q2 | $279K | Buy |
+1,975
| New | +$279K | 0.12% | 103 |
|
|
2017
Q3 | – | Sell |
-1,693
| Closed | -$218K | – | 105 |
|
|
2017
Q2 | $218K | Hold |
1,693
| – | – | 0.1% | 99 |
|
|
2017
Q1 | $222K | Buy |
+1,693
| New | +$222K | 0.1% | 96 |
|
|
2016
Q4 | – | Sell |
-1,743
| Closed | -$220K | – | 105 |
|
|
2016
Q3 | $220K | Hold |
1,743
| – | – | 0.11% | 100 |
|
|
2016
Q2 | $240K | Sell |
1,743
-810
| -32% | -$112K | 0.13% | 93 |
|
|
2016
Q1 | $343K | Buy |
2,553
+693
| +37% | +$93.1K | 0.19% | 82 |
|
|
2015
Q4 | $237K | Buy |
+1,860
| New | +$237K | 0.14% | 91 |
|
|
2015
Q2 | – | Sell |
-1,910
| Closed | -$205K | – | 104 |
|
|
2015
Q1 | $205K | Buy |
1,910
+160
| +9% | +$17.2K | 0.11% | 102 |
|
|
2014
Q4 | $202K | Buy |
+1,750
| New | +$202K | 0.12% | 106 |
|