Brendel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$222K | – | 107 |
|
|
2022
Q1 | $222K | Hold |
1,800
| – | – | 0.12% | 104 |
|
|
2021
Q4 | $257K | Buy |
+1,800
| New | +$257K | 0.13% | 93 |
|
|
2021
Q3 | – | Sell |
-1,826
| Closed | -$244K | – | 174 |
|
|
2021
Q2 | $244K | Sell |
1,826
-20,048
| -92% | -$2.68M | 0.13% | 96 |
|
|
2021
Q1 | $3.04M | Buy |
+21,874
| New | +$3.04M | 2.04% | 18 |
|
|
2020
Q4 | – | Sell |
-5,100
| Closed | -$753K | – | 85 |
|
|
2020
Q3 | $753K | Buy |
5,100
+374
| +8% | +$55.2K | 0.6% | 44 |
|
|
2020
Q2 | $668K | Buy |
+4,726
| New | +$668K | 0.58% | 51 |
|
|
2019
Q4 | – | Sell |
-4,693
| Closed | -$667K | – | 85 |
|
|
2019
Q3 | $667K | Buy |
4,693
+149
| +3% | +$21.2K | 0.6% | 48 |
|
|
2019
Q2 | $606K | Buy |
4,544
+68
| +2% | +$9.07K | 0.59% | 46 |
|
|
2019
Q1 | $555K | Buy |
+4,476
| New | +$555K | 0.5% | 50 |
|