Baystate Wealth Management’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$120K Buy
989
+9
+0.9% +$1.09K 0.01% 256
2023
Q3
$118K Buy
980
+9
+0.9% +$1.09K 0.01% 239
2023
Q2
$134K Buy
971
+8
+0.8% +$1.11K 0.01% 220
2023
Q1
$129K Buy
963
+9
+0.9% +$1.21K 0.01% 220
2022
Q4
$130K Buy
954
+10
+1% +$1.36K 0.01% 225
2022
Q3
$106K Buy
944
+8
+0.9% +$898 0.01% 225
2022
Q2
$127K Sell
936
-50
-5% -$6.78K 0.01% 213
2022
Q1
$121K Sell
986
-207
-17% -$25.4K 0.01% 223
2021
Q4
$171K Buy
1,193
+10
+0.8% +$1.43K 0.02% 192
2021
Q3
$157K Buy
1,183
+10
+0.9% +$1.33K 0.02% 171
2021
Q2
$157K Buy
1,173
+9
+0.8% +$1.21K 0.02% 165
2021
Q1
$162K Buy
1,164
+109
+10% +$15.2K 0.02% 151
2020
Q4
$142K Buy
1,055
+7
+0.7% +$942 0.02% 144
2020
Q3
$155K Buy
1,048
+606
+137% +$89.6K 0.02% 133
2020
Q2
$63K Buy
442
+431
+3,918% +$61.4K 0.01% 203
2020
Q1
$1K Hold
11
﹤0.01% 556
2019
Q4
$1K Buy
11
+1
+10% +$91 ﹤0.01% 576
2019
Q3
$1K Hold
10
﹤0.01% 535
2019
Q2
$1K Sell
10
-11
-52% -$1.1K ﹤0.01% 574
2019
Q1
$3K Buy
21
+11
+110% +$1.57K ﹤0.01% 472
2018
Q4
$1K Hold
10
﹤0.01% 592
2018
Q3
$1K Hold
10
﹤0.01% 602
2018
Q2
$1K Hold
10
﹤0.01% 618
2018
Q1
$1K Hold
10
﹤0.01% 582
2017
Q4
$1K Sell
10
-139
-93% -$13.9K ﹤0.01% 579
2017
Q3
$17K Sell
149
-100
-40% -$11.4K ﹤0.01% 299
2017
Q2
$31K Buy
249
+101
+68% +$12.6K 0.01% 221
2017
Q1
$20K Buy
148
+11
+8% +$1.49K ﹤0.01% 273
2016
Q4
$16K Buy
+137
New +$16K ﹤0.01% 248
2013
Q3
Sell
-78
Closed -$7K 138
2013
Q2
$7K Buy
+78
New +$7K ﹤0.01% 212