Compass Capital Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,699
| Closed | -$219K | – | 40 |
|
2017
Q2 | $219K | Sell |
1,699
-490
| -22% | -$63.2K | 0.04% | 39 |
|
2017
Q1 | $288K | Hold |
2,189
| – | – | 0.05% | 39 |
|
2016
Q4 | $250K | Hold |
2,189
| – | – | 0.05% | 40 |
|
2016
Q3 | $276K | Hold |
2,189
| – | – | 0.05% | 39 |
|
2016
Q2 | $301K | Hold |
2,189
| – | – | 0.06% | 39 |
|
2016
Q1 | $294K | Hold |
2,189
| – | – | 0.06% | 39 |
|
2015
Q4 | $279K | Hold |
2,189
| – | – | 0.06% | 39 |
|
2015
Q3 | $239K | Hold |
2,189
| – | – | 0.05% | 39 |
|
2015
Q2 | $232K | Hold |
2,189
| – | – | 0.05% | 44 |
|
2015
Q1 | $234K | Hold |
2,189
| – | – | 0.05% | 44 |
|
2014
Q4 | $253K | Sell |
2,189
-94
| -4% | -$10.9K | 0.05% | 43 |
|
2014
Q3 | $235K | Hold |
2,283
| – | – | 0.05% | 55 |
|
2014
Q2 | $243K | Hold |
2,283
| – | – | 0.05% | 55 |
|
2014
Q1 | $241K | Hold |
2,283
| – | – | 0.05% | 54 |
|
2013
Q4 | $229K | Hold |
2,283
| – | – | 0.05% | 55 |
|
2013
Q3 | $206K | Buy |
+2,283
| New | +$206K | 0.05% | 54 |
|