Beacon Trust’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $1.68M | Sell |
12,632
-1,445
| -10% | -$192K | 0.26% | 92 |
|
2016
Q4 | $1.61M | Sell |
14,077
-21,179
| -60% | -$2.42M | 0.26% | 97 |
|
2016
Q3 | $4.45M | Sell |
35,256
-9,668
| -22% | -$1.22M | 0.75% | 54 |
|
2016
Q2 | $6.18M | Buy |
44,924
+419
| +0.9% | +$57.6K | 1.05% | 35 |
|
2016
Q1 | $5.99M | Buy |
44,505
+1,749
| +4% | +$235K | 1.04% | 32 |
|
2015
Q4 | $5.44M | Buy |
42,756
+2,781
| +7% | +$354K | 0.95% | 38 |
|
2015
Q3 | $4.36M | Buy |
39,975
+3,311
| +9% | +$361K | 0.77% | 46 |
|
2015
Q2 | $3.89M | Buy |
36,664
+18,600
| +103% | +$1.97M | 0.63% | 57 |
|
2015
Q1 | $1.94M | Sell |
18,064
-1,609
| -8% | -$172K | 0.29% | 90 |
|
2014
Q4 | $2.27M | Sell |
19,673
-1,528
| -7% | -$177K | 0.35% | 77 |
|
2014
Q3 | $2.19M | Sell |
21,201
-1,030
| -5% | -$106K | 0.36% | 78 |
|
2014
Q2 | $2.37M | Sell |
22,231
-2,211
| -9% | -$236K | 0.39% | 78 |
|
2014
Q1 | $2.58M | Sell |
24,442
-5,265
| -18% | -$557K | 0.44% | 71 |
|
2013
Q4 | $2.98M | Sell |
29,707
-919
| -3% | -$92K | 0.51% | 69 |
|
2013
Q3 | $2.77M | Buy |
30,626
+1,986
| +7% | +$179K | 0.51% | 69 |
|
2013
Q2 | $2.67M | Buy |
+28,640
| New | +$2.67M | 0.51% | 70 |
|