BWM
BerganKDV Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $342K | Sell |
2,477
-44
| -2% | -$6.08K | 0.03% | 193 |
|
|
2023
Q1 | $338K | Sell |
2,521
-9
| -0.4% | -$1.21K | 0.03% | 202 |
|
|
2022
Q4 | $343K | Buy |
2,530
+26
| +1% | +$3.53K | 0.04% | 194 |
|
|
2022
Q3 | $282K | Sell |
2,504
-9
| -0.4% | -$1.01K | 0.03% | 205 |
|
|
2022
Q2 | $340K | Hold |
2,513
| – | – | 0.04% | 209 |
|
|
2022
Q1 | $310K | Sell |
2,513
-92
| -4% | -$11.3K | 0.03% | 215 |
|
|
2021
Q4 | $372K | Buy |
2,605
+83
| +3% | +$11.9K | 0.04% | 214 |
|
|
2021
Q3 | $334K | Hold |
2,522
| – | – | 0.04% | 214 |
|
|
2021
Q2 | $337K | Hold |
2,522
| – | – | 0.04% | 209 |
|
|
2021
Q1 | $351K | Buy |
2,522
+3
| +0.1% | +$418 | 0.05% | 193 |
|
|
2020
Q4 | $340K | Buy |
2,519
+8
| +0.3% | +$1.08K | 0.05% | 181 |
|
|
2020
Q3 | $371K | Sell |
2,511
-200
| -7% | -$29.6K | 0.06% | 177 |
|
|
2020
Q2 | $383K | Buy |
2,711
+6
| +0.2% | +$848 | 0.07% | 173 |
|
|
2020
Q1 | $346K | Sell |
2,705
-11,266
| -81% | -$1.44M | 0.07% | 163 |
|
|
2019
Q4 | $1.92M | Buy |
13,971
+302
| +2% | +$41.5K | 0.34% | 64 |
|
|
2019
Q3 | $1.94M | Buy |
13,669
+1,411
| +12% | +$200K | 0.38% | 59 |
|
|
2019
Q2 | $1.63M | Buy |
12,258
+1,546
| +14% | +$206K | 0.32% | 66 |
|
|
2019
Q1 | $1.33M | Sell |
10,712
-371
| -3% | -$46K | 0.27% | 70 |
|
|
2018
Q4 | $1.26M | Buy |
11,083
+1,734
| +19% | +$198K | 0.3% | 67 |
|
|
2018
Q3 | $1.06M | Sell |
9,349
-510
| -5% | -$57.9K | 0.23% | 78 |
|
|
2018
Q2 | $1.04M | Buy |
9,859
+1,039
| +12% | +$109K | 0.23% | 76 |
|
|
2018
Q1 | $971K | Buy |
8,820
+246
| +3% | +$27.1K | 0.27% | 76 |
|
|
2017
Q4 | $1.04M | Buy |
8,574
+488
| +6% | +$58.9K | 0.25% | 81 |
|
|
2017
Q3 | $952K | Buy |
8,086
+232
| +3% | +$27.3K | 0.24% | 82 |
|
|
2017
Q2 | $1.01M | Buy |
7,854
+179
| +2% | +$23.1K | 0.29% | 63 |
|
|
2017
Q1 | $1.01M | Buy |
7,675
+406
| +6% | +$53.4K | 0.3% | 59 |
|
|
2016
Q4 | $830K | Buy |
7,269
+401
| +6% | +$45.8K | 0.28% | 70 |
|
|
2016
Q3 | $866K | Buy |
6,868
+410
| +6% | +$51.7K | 0.3% | 61 |
|
|
2016
Q2 | $888K | Buy |
6,458
+846
| +15% | +$116K | 0.38% | 57 |
|
|
2016
Q1 | $755K | Buy |
+5,612
| New | +$755K | 0.45% | 65 |
|