Berman Capital Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $136K | Buy |
1,035
+179
| +21% | +$23.5K | 0.02% | 356 |
|
|
2021
Q2 | $114K | Buy |
856
+70
| +9% | +$9.32K | 0.02% | 345 |
|
|
2021
Q1 | $108K | Buy |
786
+158
| +25% | +$21.7K | 0.02% | 288 |
|
|
2020
Q4 | $83K | Buy |
628
+206
| +49% | +$27.2K | 0.02% | 286 |
|
|
2020
Q3 | $61K | Hold |
422
| – | – | 0.02% | 299 |
|
|
2020
Q2 | $59K | Sell |
422
-100
| -19% | -$14K | 0.02% | 297 |
|
|
2020
Q1 | $65K | Buy |
522
+198
| +61% | +$24.7K | 0.02% | 252 |
|
|
2019
Q4 | $44K | Buy |
324
+1
| +0.3% | +$136 | 0.01% | 344 |
|
|
2019
Q3 | $45K | Sell |
323
-45
| -12% | -$6.27K | 0.01% | 324 |
|
|
2019
Q2 | $49K | Buy |
368
+75
| +26% | +$9.99K | 0.02% | 306 |
|
|
2019
Q1 | $35K | Buy |
293
+61
| +26% | +$7.29K | 0.01% | 336 |
|
|
2018
Q4 | $25K | Sell |
232
-2,946
| -93% | -$317K | 0.01% | 345 |
|
|
2018
Q3 | $361K | Hold |
3,178
| – | – | 0.15% | 68 |
|
|
2018
Q2 | $334K | Sell |
3,178
-114
| -3% | -$12K | 0.12% | 77 |
|
|
2018
Q1 | $363K | Sell |
3,292
-913
| -22% | -$101K | 0.14% | 69 |
|
|
2017
Q4 | $507K | Buy |
+4,205
| New | +$507K | 0.17% | 57 |
|