Financial Architects (New Jersey)’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,687
| Closed | -$235K | – | 348 |
|
2021
Q1 | $235K | Buy |
1,687
+3
| +0.2% | +$418 | 0.04% | 295 |
|
2020
Q4 | $227K | Buy |
1,684
+202
| +14% | +$27.2K | 0.04% | 270 |
|
2020
Q3 | $219K | Buy |
1,482
+353
| +31% | +$52.2K | 0.05% | 249 |
|
2020
Q2 | $160K | Buy |
1,129
+68
| +6% | +$9.64K | 0.04% | 272 |
|
2020
Q1 | $136K | Buy |
1,061
+3
| +0.3% | +$385 | 0.04% | 269 |
|
2019
Q4 | $146K | Sell |
1,058
-998
| -49% | -$138K | 0.03% | 278 |
|
2019
Q3 | $292K | Buy |
2,056
+30
| +1% | +$4.26K | 0.07% | 194 |
|
2019
Q2 | $270K | Sell |
2,026
-237
| -10% | -$31.6K | 0.05% | 208 |
|
2019
Q1 | $280K | Buy |
2,263
+10
| +0.4% | +$1.24K | 0.05% | 234 |
|
2018
Q4 | $257K | Buy |
2,253
+3
| +0.1% | +$342 | 0.05% | 219 |
|
2018
Q3 | $256K | Sell |
2,250
-488
| -18% | -$55.5K | 0.04% | 242 |
|
2018
Q2 | $289K | Sell |
2,738
-345
| -11% | -$36.4K | 0.05% | 228 |
|
2018
Q1 | $339K | Sell |
3,083
-49
| -2% | -$5.39K | 0.07% | 194 |
|
2017
Q4 | $378K | Sell |
3,132
-50
| -2% | -$6.03K | 0.06% | 185 |
|
2017
Q3 | $374K | Buy |
3,182
+122
| +4% | +$14.3K | 0.07% | 185 |
|
2017
Q2 | $395K | Buy |
3,060
+61
| +2% | +$7.87K | 0.07% | 169 |
|
2017
Q1 | $394K | Sell |
2,999
-14
| -0.5% | -$1.84K | 0.07% | 168 |
|
2016
Q4 | $343K | Buy |
3,013
+202
| +7% | +$23K | 0.08% | 175 |
|
2016
Q3 | $354K | Buy |
2,811
+23
| +0.8% | +$2.9K | 0.1% | 169 |
|
2016
Q2 | $383K | Buy |
2,788
+375
| +16% | +$51.5K | 0.11% | 158 |
|
2016
Q1 | $325K | Buy |
2,413
+18
| +0.8% | +$2.42K | 0.12% | 141 |
|
2015
Q4 | $305K | Sell |
2,395
-53
| -2% | -$6.75K | 0.12% | 154 |
|
2015
Q3 | $267K | Sell |
2,448
-142
| -5% | -$15.5K | 0.11% | 162 |
|
2015
Q2 | $274K | Buy |
2,590
+591
| +30% | +$62.5K | 0.1% | 151 |
|
2015
Q1 | $214K | Buy |
1,999
+17
| +0.9% | +$1.82K | 0.08% | 181 |
|
2014
Q4 | $229K | Buy |
1,982
+186
| +10% | +$21.5K | 0.1% | 155 |
|
2014
Q3 | $185K | Buy |
1,796
+4
| +0.2% | +$412 | 0.09% | 154 |
|
2014
Q2 | $191K | Buy |
+1,792
| New | +$191K | 0.09% | 153 |
|
2013
Q4 | – | Sell |
-1,646
| Closed | -$150K | – | 370 |
|
2013
Q3 | $150K | Sell |
1,646
-59
| -3% | -$5.38K | 0.1% | 142 |
|
2013
Q2 | $160K | Buy |
+1,705
| New | +$160K | 0.12% | 129 |
|