BAM
Barrett Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-641
| Closed | -$92K | – | 349 |
|
|
2021
Q4 | $92K | Buy |
641
+11
| +2% | +$1.58K | ﹤0.01% | 309 |
|
|
2021
Q3 | $83K | Hold |
630
| – | – | ﹤0.01% | 263 |
|
|
2021
Q2 | $84K | Buy |
630
+200
| +47% | +$26.7K | ﹤0.01% | 261 |
|
|
2021
Q1 | $60K | Hold |
430
| – | – | ﹤0.01% | 284 |
|
|
2020
Q4 | $58K | Hold |
430
| – | – | ﹤0.01% | 256 |
|
|
2020
Q3 | $63K | Hold |
430
| – | – | ﹤0.01% | 231 |
|
|
2020
Q2 | $61K | Hold |
430
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $55K | Hold |
430
| – | – | ﹤0.01% | 212 |
|
|
2019
Q4 | $59K | Hold |
430
| – | – | ﹤0.01% | 236 |
|
|
2019
Q3 | $61K | Hold |
430
| – | – | ﹤0.01% | 220 |
|
|
2019
Q2 | $57K | Hold |
430
| – | – | ﹤0.01% | 226 |
|
|
2019
Q1 | $53K | Sell |
430
-100
| -19% | -$12.3K | ﹤0.01% | 227 |
|
|
2018
Q4 | $60K | Hold |
530
| – | – | ﹤0.01% | 222 |
|
|
2018
Q3 | $60K | Hold |
530
| – | – | ﹤0.01% | 233 |
|
|
2018
Q2 | $56K | Sell |
530
-137
| -21% | -$14.5K | ﹤0.01% | 236 |
|
|
2018
Q1 | $73K | Buy |
667
+121
| +22% | +$13.2K | 0.01% | 219 |
|
|
2017
Q4 | $66K | Sell |
546
-84
| -13% | -$10.2K | ﹤0.01% | 232 |
|
|
2017
Q3 | $74K | Hold |
630
| – | – | 0.01% | 208 |
|
|
2017
Q2 | $81K | Sell |
630
-100
| -14% | -$12.9K | 0.01% | 211 |
|
|
2017
Q1 | $96K | Buy |
730
+100
| +16% | +$13.2K | 0.01% | 183 |
|
|
2016
Q4 | $72K | Sell |
630
-150
| -19% | -$17.1K | 0.01% | 198 |
|
|
2016
Q3 | $98K | Hold |
780
| – | – | 0.01% | 177 |
|
|
2016
Q2 | $107K | Sell |
780
-22
| -3% | -$3.02K | 0.01% | 169 |
|
|
2016
Q1 | $108K | Hold |
802
| – | – | 0.01% | 167 |
|
|
2015
Q4 | $102K | Buy |
802
+122
| +18% | +$15.5K | 0.01% | 168 |
|
|
2015
Q3 | $74K | Sell |
680
-36
| -5% | -$3.92K | 0.01% | 189 |
|
|
2015
Q2 | $76K | Hold |
716
| – | – | 0.01% | 196 |
|
|
2015
Q1 | $77K | Hold |
716
| – | – | 0.01% | 195 |
|
|
2014
Q4 | $83K | Hold |
716
| – | – | 0.01% | 213 |
|
|
2014
Q3 | $77K | Sell |
716
-300
| -30% | -$32.3K | 0.01% | 219 |
|
|
2014
Q2 | $113K | Sell |
1,016
-750
| -42% | -$83.4K | 0.01% | 198 |
|
|
2014
Q1 | $195K | Sell |
1,766
-1,450
| -45% | -$160K | 0.02% | 159 |
|
|
2013
Q4 | $336K | Hold |
3,216
| – | – | 0.03% | 132 |
|
|
2013
Q3 | $303K | Hold |
3,216
| – | – | 0.03% | 132 |
|
|
2013
Q2 | $312K | Buy |
+3,216
| New | +$312K | 0.03% | 128 |
|