Bigelow Investment Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,443
| Closed | -$205K | – | 151 |
|
2024
Q3 | $205K | Buy |
+1,443
| New | +$205K | 0.09% | 154 |
|
2022
Q4 | – | Sell |
-2,500
| Closed | -$281K | – | 146 |
|
2022
Q3 | $281K | Sell |
2,500
-22
| -0.9% | -$2.47K | 0.17% | 120 |
|
2022
Q2 | $341K | Hold |
2,522
| – | – | 0.19% | 118 |
|
2022
Q1 | $311K | Sell |
2,522
-25
| -1% | -$3.08K | 0.15% | 124 |
|
2021
Q4 | $364K | Sell |
2,547
-40
| -2% | -$5.72K | 0.17% | 112 |
|
2021
Q3 | $343K | Sell |
2,587
-1,389
| -35% | -$184K | 0.17% | 110 |
|
2021
Q2 | $532K | Hold |
3,976
| – | – | 0.26% | 95 |
|
2021
Q1 | $553K | Buy |
3,976
+60
| +2% | +$8.35K | 0.28% | 91 |
|
2020
Q4 | $528K | Buy |
3,916
+190
| +5% | +$25.6K | 0.28% | 90 |
|
2020
Q3 | $550K | Buy |
3,726
+70
| +2% | +$10.3K | 0.33% | 79 |
|
2020
Q2 | $517K | Buy |
3,656
+286
| +8% | +$40.4K | 0.34% | 78 |
|
2020
Q1 | $431K | Buy |
3,370
+238
| +8% | +$30.4K | 0.32% | 81 |
|
2019
Q4 | $431K | Hold |
3,132
| – | – | 0.25% | 107 |
|
2019
Q3 | $445K | Hold |
3,132
| – | – | 0.28% | 97 |
|
2019
Q2 | $417K | Sell |
3,132
-16
| -0.5% | -$2.13K | 0.28% | 101 |
|
2019
Q1 | $390K | Sell |
3,148
-250
| -7% | -$31K | 0.27% | 104 |
|
2018
Q4 | $387K | Hold |
3,398
| – | – | 0.29% | 102 |
|
2018
Q3 | $386K | Sell |
3,398
-60
| -2% | -$6.82K | 0.26% | 112 |
|
2018
Q2 | $364K | Hold |
3,458
| – | – | 0.25% | 113 |
|
2018
Q1 | $381K | Buy |
3,458
+1,086
| +46% | +$120K | 0.26% | 109 |
|
2017
Q4 | $286K | Buy |
+2,372
| New | +$286K | 0.29% | 85 |
|