Concert Wealth 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
Q2 | – | Sell |
-4,810
| Closed | -$546K | – | 303 |
|
|
2017
Q1 | $546K | Sell |
4,810
-3,251
| -40% | -$369K | 0.12% | 226 |
|
|
2016
Q4 | $915K | Sell |
8,061
-10,118
| -56% | -$1.15M | 0.2% | 141 |
|
|
2016
Q3 | $2.3M | Buy |
18,179
+251
| +1% | +$31.7K | 0.28% | 81 |
|
|
2016
Q2 | $2.46M | Buy |
17,928
+3,875
| +28% | +$532K | 0.33% | 61 |
|
|
2016
Q1 | $1.89M | Sell |
14,053
-909
| -6% | -$122K | 0.25% | 101 |
|
|
2015
Q4 | $1.9M | Buy |
14,962
+570
| +4% | +$72.5K | 0.25% | 95 |
|
|
2015
Q3 | $1.57M | Sell |
14,392
-656
| -4% | -$71.5K | 0.21% | 115 |
|
|
2015
Q2 | $1.6M | Sell |
15,048
-468
| -3% | -$49.7K | 0.21% | 121 |
|
|
2015
Q1 | $1.07M | Buy |
15,516
+370
| +2% | +$25.6K | 0.31% | 77 |
|
|
2014
Q4 | $1.75M | Buy |
15,146
+9,857
| +186% | +$1.14M | 0.27% | 94 |
|
|
2014
Q3 | $548K | Buy |
5,289
+4
| +0.1% | +$414 | 0.07% | 243 |
|
|
2014
Q2 | $547K | Buy |
5,285
+344
| +7% | +$35.6K | 0.07% | 255 |
|
|
2014
Q1 | $520K | Sell |
4,941
-8
| -0.2% | -$842 | 0.06% | 262 |
|
|
2013
Q4 | $494K | Sell |
4,949
-101
| -2% | -$10.1K | 0.06% | 260 |
|
|
2013
Q3 | $456K | Sell |
5,050
-1,215
| -19% | -$110K | 0.06% | 267 |
|
|
2013
Q2 | $584K | Buy |
+6,265
| New | +$584K | 0.09% | 192 |
|