BFG
Beacon Financial Group’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,769
| Closed | -$318K | – | 236 |
|
|
2022
Q3 | $318K | Hold |
2,769
| – | – | 0.05% | 208 |
|
|
2022
Q2 | $371K | Sell |
2,769
-100
| -3% | -$13.4K | 0.06% | 196 |
|
|
2022
Q1 | $354K | Hold |
2,869
| – | – | 0.05% | 217 |
|
|
2021
Q4 | $409K | Hold |
2,869
| – | – | 0.05% | 209 |
|
|
2021
Q3 | $390K | Sell |
2,869
-300
| -9% | -$40.8K | 0.05% | 207 |
|
|
2021
Q2 | $436K | Buy |
3,169
+600
| +23% | +$82.6K | 0.06% | 190 |
|
|
2021
Q1 | $338K | Hold |
2,569
| – | – | 0.05% | 190 |
|
|
2020
Q4 | $338K | Sell |
2,569
-37,184
| -94% | -$4.89M | 0.05% | 195 |
|
|
2020
Q3 | $490K | Buy |
39,753
+36,084
| +983% | +$445K | 0.09% | 151 |
|
|
2020
Q2 | $512K | Buy |
+3,669
| New | +$512K | 0.1% | 147 |
|
|
2019
Q3 | – | Sell |
-3,269
| Closed | -$436K | – | 188 |
|
|
2019
Q2 | $436K | Buy |
3,269
+98
| +3% | +$13.1K | 0.07% | 151 |
|
|
2019
Q1 | $393 | Sell |
3,171
-200
| -6% | -$25 | 0.06% | 143 |
|
|
2018
Q4 | $382K | Hold |
3,371
| – | – | 0.07% | 142 |
|
|
2018
Q3 | $383K | Buy |
3,371
+542
| +19% | +$61.6K | 0.06% | 151 |
|
|
2018
Q2 | $298K | Sell |
2,829
-300
| -10% | -$31.6K | 0.05% | 170 |
|
|
2018
Q1 | $345K | Buy |
+3,129
| New | +$345K | 0.06% | 162 |
|