DSAM
Dock Street Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,797
| Closed | -$1.72M | – | 52 |
|
|
2023
Q1 | $1.72M | Sell |
12,797
-10,520
| -45% | -$1.41M | 0.33% | 36 |
|
|
2022
Q4 | $3.17M | Sell |
23,317
-57
| -0.2% | -$7.74K | 0.73% | 34 |
|
|
2022
Q3 | $2.63M | Sell |
23,374
-108
| -0.5% | -$12.2K | 0.63% | 34 |
|
|
2022
Q2 | $3.17M | Buy |
23,482
+9,894
| +73% | +$1.34M | 0.69% | 31 |
|
|
2022
Q1 | $1.67M | Sell |
13,588
-5,949
| -30% | -$732K | 0.3% | 41 |
|
|
2021
Q4 | $2.79M | Buy |
19,537
+425
| +2% | +$60.7K | 0.46% | 35 |
|
|
2021
Q3 | $2.53M | Buy |
19,112
+511
| +3% | +$67.7K | 0.47% | 36 |
|
|
2021
Q2 | $2.49M | Buy |
+18,601
| New | +$2.49M | 0.46% | 35 |
|
|
2018
Q1 | – | Sell |
-1,897
| Closed | -$229K | – | 54 |
|
|
2017
Q4 | $229K | Buy |
+1,897
| New | +$229K | 0.09% | 50 |
|