Chase Investment Counsel’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,756
| Closed | -$334K | – | 138 |
|
|
2023
Q4 | $334K | Sell |
2,756
-439
| -14% | -$53.2K | 0.15% | 110 |
|
|
2023
Q3 | $386K | Hold |
3,195
| – | – | 0.19% | 93 |
|
|
2023
Q2 | $441K | Buy |
3,195
+130
| +4% | +$17.9K | 0.22% | 68 |
|
|
2023
Q1 | $411K | Buy |
3,065
+150
| +5% | +$20.1K | 0.23% | 70 |
|
|
2022
Q4 | $395K | Buy |
2,915
+260
| +10% | +$35.2K | 0.24% | 64 |
|
|
2022
Q3 | $298K | Hold |
2,655
| – | – | 0.19% | 69 |
|
|
2022
Q2 | $358K | Buy |
+2,655
| New | +$358K | 0.19% | 76 |
|