Blue Bell Private Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150
| Closed | -$21K | – | 896 |
|
|
2021
Q4 | $21K | Buy |
+150
| New | +$21K | 0.01% | 300 |
|
|
2016
Q4 | – | Sell |
-670
| Closed | -$85K | – | 333 |
|
|
2016
Q3 | $85K | Buy |
670
+193
| +40% | +$24.5K | 0.05% | 144 |
|
|
2016
Q2 | $66K | Buy |
477
+27
| +6% | +$3.74K | 0.04% | 178 |
|
|
2016
Q1 | $61K | Hold |
450
| – | – | 0.04% | 199 |
|
|
2015
Q4 | $57K | Hold |
450
| – | – | 0.04% | 198 |
|
|
2015
Q3 | $49K | Hold |
450
| – | – | 0.03% | 217 |
|
|
2015
Q2 | $48K | Hold |
450
| – | – | 0.03% | 223 |
|
|
2015
Q1 | $48K | Hold |
450
| – | – | 0.03% | 217 |
|
|
2014
Q4 | $51K | Sell |
450
-19
| -4% | -$2.15K | 0.03% | 222 |
|
|
2014
Q3 | $48K | Hold |
469
| – | – | 0.03% | 237 |
|
|
2014
Q2 | $50K | Hold |
469
| – | – | 0.03% | 219 |
|
|
2014
Q1 | $50K | Hold |
469
| – | – | 0.03% | 188 |
|
|
2013
Q4 | $47K | Buy |
+469
| New | +$47K | 0.04% | 196 |
|