Bragg Financial 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 | – | Sell |
-2,517
| Closed | -$337K | – | 297 |
|
|
2021
Q2 | $337K | Buy |
2,517
+800
| +47% | +$107K | 0.02% | 268 |
|
|
2021
Q1 | $239K | Sell |
1,717
-800
| -32% | -$111K | 0.02% | 279 |
|
|
2020
Q4 | $339K | Buy |
2,517
+333
| +15% | +$44.9K | 0.03% | 231 |
|
|
2020
Q3 | $322K | Sell |
2,184
-17
| -0.8% | -$2.51K | 0.03% | 221 |
|
|
2020
Q2 | $311K | Sell |
2,201
-176
| -7% | -$24.9K | 0.03% | 222 |
|
|
2020
Q1 | $304K | Buy |
2,377
+57
| +2% | +$7.29K | 0.04% | 214 |
|
|
2019
Q4 | $319K | Hold |
2,320
| – | – | 0.04% | 229 |
|
|
2019
Q3 | $330K | Hold |
2,320
| – | – | 0.04% | 224 |
|
|
2019
Q2 | $309K | Buy |
2,320
+7
| +0.3% | +$932 | 0.04% | 232 |
|
|
2019
Q1 | $287K | Hold |
2,313
| – | – | 0.04% | 230 |
|
|
2018
Q4 | $264K | Hold |
2,313
| – | – | 0.04% | 229 |
|
|
2018
Q3 | $263K | Hold |
2,313
| – | – | 0.04% | 237 |
|
|
2018
Q2 | $244K | Hold |
2,313
| – | – | 0.03% | 239 |
|
|
2018
Q1 | $255K | Hold |
2,313
| – | – | 0.04% | 234 |
|
|
2017
Q4 | $279K | Sell |
2,313
-220
| -9% | -$26.5K | 0.04% | 236 |
|
|
2017
Q3 | $298K | Sell |
2,533
-166
| -6% | -$19.5K | 0.05% | 228 |
|
|
2017
Q2 | $348K | Hold |
2,699
| – | – | 0.05% | 222 |
|
|
2017
Q1 | $355K | Hold |
2,699
| – | – | 0.06% | 224 |
|
|
2016
Q4 | $308K | Hold |
2,699
| – | – | 0.05% | 234 |
|
|
2016
Q3 | $340K | Hold |
2,699
| – | – | 0.06% | 220 |
|
|
2016
Q2 | $371K | Sell |
2,699
-3,283
| -55% | -$451K | 0.07% | 217 |
|
|
2016
Q1 | $805K | Sell |
5,982
-410
| -6% | -$55.2K | 0.15% | 164 |
|
|
2015
Q4 | $814K | Buy |
6,392
+375
| +6% | +$47.8K | 0.17% | 154 |
|
|
2015
Q3 | $656K | Hold |
6,017
| – | – | 0.16% | 159 |
|
|
2015
Q2 | $638K | Hold |
6,017
| – | – | 0.15% | 169 |
|
|
2015
Q1 | $644K | Buy |
6,017
+110
| +2% | +$11.8K | 0.15% | 165 |
|
|
2014
Q4 | $682K | Sell |
5,907
-254
| -4% | -$29.3K | 0.17% | 160 |
|
|
2014
Q3 | $635K | Sell |
6,161
-1,325
| -18% | -$137K | 0.16% | 164 |
|
|
2014
Q2 | $798K | Hold |
7,486
| – | – | 0.19% | 153 |
|
|
2014
Q1 | $791K | Hold |
7,486
| – | – | 0.19% | 152 |
|
|
2013
Q4 | $750K | Hold |
7,486
| – | – | 0.18% | 155 |
|
|
2013
Q3 | $676K | Hold |
7,486
| – | – | 0.18% | 154 |
|
|
2013
Q2 | $697K | Buy |
+7,486
| New | +$697K | 0.19% | 151 |
|