BSW Wealth Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,489
| Closed | -$206K | – | 317 |
|
|
2024
Q2 | $206K | Sell |
1,489
-178
| -11% | -$24.6K | 0.03% | 277 |
|
|
2024
Q1 | $216K | Buy |
+1,667
| New | +$216K | 0.04% | 269 |
|
|
2023
Q4 | – | Sell |
-1,778
| Closed | -$215K | – | 278 |
|
|
2023
Q3 | $215K | Buy |
1,778
+189
| +12% | +$22.8K | 0.05% | 221 |
|
|
2023
Q2 | $219K | Buy |
1,589
+6
| +0.4% | +$828 | 0.05% | 239 |
|
|
2023
Q1 | $213K | Sell |
1,583
-860
| -35% | -$115K | 0.04% | 285 |
|
|
2022
Q4 | $332K | Buy |
2,443
+80
| +3% | +$10.9K | 0.07% | 197 |
|
|
2022
Q3 | $266K | Sell |
2,363
-94
| -4% | -$10.6K | 0.07% | 207 |
|
|
2022
Q2 | $332K | Buy |
2,457
+177
| +8% | +$23.9K | 0.08% | 173 |
|
|
2022
Q1 | $281K | Buy |
2,280
+694
| +44% | +$85.5K | 0.07% | 214 |
|
|
2021
Q4 | $227K | Buy |
+1,586
| New | +$227K | 0.06% | 230 |
|