Berkeley Capital Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,531
| Closed | -$205K | – | 144 |
|
|
2023
Q1 | $205K | Buy |
+1,531
| New | +$205K | 0.08% | 138 |
|
|
2019
Q4 | – | Sell |
-1,940
| Closed | -$276K | – | 134 |
|
|
2019
Q3 | $276K | Sell |
1,940
-90
| -4% | -$12.8K | 0.15% | 114 |
|
|
2019
Q2 | $271K | Sell |
2,030
-134
| -6% | -$17.9K | 0.13% | 117 |
|
|
2019
Q1 | $268K | Buy |
2,164
+42
| +2% | +$5.2K | 0.13% | 116 |
|
|
2018
Q4 | $242K | Buy |
+2,122
| New | +$242K | 0.13% | 114 |
|
|
2017
Q3 | – | Sell |
-1,841
| Closed | -$238K | – | 118 |
|
|
2017
Q2 | $238K | Hold |
1,841
| – | – | 0.16% | 104 |
|
|
2017
Q1 | $242K | Buy |
+1,841
| New | +$242K | 0.16% | 109 |
|
|
2016
Q3 | – | Sell |
-1,836
| Closed | -$252K | – | 114 |
|
|
2016
Q2 | $252K | Sell |
1,836
-39
| -2% | -$5.35K | 0.18% | 97 |
|
|
2016
Q1 | $252K | Buy |
+1,875
| New | +$252K | 0.18% | 90 |
|