CapWealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-1,675
| Closed | -$211K | – | 182 |
|
2016
Q3 | $211K | Buy |
1,675
+25
| +2% | +$3.15K | 0.05% | 86 |
|
2016
Q2 | $227K | Sell |
1,650
-85
| -5% | -$11.7K | 0.06% | 89 |
|
2016
Q1 | $233K | Sell |
1,735
-42,174
| -96% | -$5.66M | 0.06% | 82 |
|
2015
Q4 | $5.59M | Sell |
43,909
-1,606
| -4% | -$204K | 1.35% | 30 |
|
2015
Q3 | $4.96M | Sell |
45,515
-12,330
| -21% | -$1.34M | 1.24% | 30 |
|
2015
Q2 | $6.13M | Buy |
57,845
+1,995
| +4% | +$211K | 1.45% | 29 |
|
2015
Q1 | $5.98M | Buy |
55,850
+720
| +1% | +$77.1K | 1.41% | 32 |
|
2014
Q4 | $6.37M | Buy |
55,130
+478
| +0.9% | +$55.2K | 1.5% | 30 |
|
2014
Q3 | $5.64M | Buy |
54,652
+1,177
| +2% | +$121K | 1.28% | 33 |
|
2014
Q2 | $5.7M | Buy |
53,475
+3,427
| +7% | +$365K | 1.31% | 35 |
|
2014
Q1 | $5.29M | Buy |
50,048
+427
| +0.9% | +$45.1K | 1.42% | 34 |
|
2013
Q4 | $4.97M | Sell |
49,621
-3,332
| -6% | -$334K | 1.25% | 36 |
|
2013
Q3 | $4.78M | Buy |
52,953
+1,236
| +2% | +$112K | 1.33% | 33 |
|
2013
Q2 | $4.82M | Buy |
+51,717
| New | +$4.82M | 1.41% | 33 |
|