First Foundation Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,607
| Closed | -$222K | – | 401 |
|
|
2024
Q2 | $222K | Buy |
1,607
+204
| +15% | +$28.2K | 0.01% | 311 |
|
|
2024
Q1 | $181K | Buy |
1,403
+103
| +8% | +$13.3K | 0.01% | 339 |
|
|
2023
Q4 | $158K | Sell |
1,300
-1,580
| -55% | -$192K | 0.01% | 354 |
|
|
2023
Q3 | $348K | Sell |
2,880
-1,232
| -30% | -$149K | 0.02% | 299 |
|
|
2023
Q2 | $568K | Buy |
4,112
+1,290
| +46% | +$178K | 0.02% | 227 |
|
|
2023
Q1 | $379K | Sell |
2,822
-393
| -12% | -$52.7K | 0.02% | 267 |
|
|
2022
Q4 | $437K | Buy |
3,215
+1,101
| +52% | +$149K | 0.02% | 264 |
|
|
2022
Q3 | $238K | Buy |
2,114
+629
| +42% | +$70.8K | 0.01% | 320 |
|
|
2022
Q2 | $201K | Buy |
+1,485
| New | +$201K | 0.01% | 379 |
|
|
2021
Q1 | – | Sell |
-1,688
| Closed | -$228K | – | 426 |
|
|
2020
Q4 | $228K | Buy |
1,688
+83
| +5% | +$11.2K | 0.01% | 366 |
|
|
2020
Q3 | $237K | Sell |
1,605
-20
| -1% | -$2.95K | 0.01% | 333 |
|
|
2020
Q2 | $230K | Sell |
1,625
-180
| -10% | -$25.5K | 0.01% | 319 |
|
|
2020
Q1 | $231K | Buy |
+1,805
| New | +$231K | 0.01% | 307 |
|
|
2019
Q2 | – | Sell |
-2,639
| Closed | -$327K | – | 353 |
|
|
2019
Q1 | $327K | Buy |
2,639
+200
| +8% | +$24.8K | 0.02% | 256 |
|
|
2018
Q4 | $278K | Sell |
2,439
-180
| -7% | -$20.5K | 0.02% | 321 |
|
|
2018
Q3 | $298K | Hold |
2,619
| – | – | 0.02% | 292 |
|
|
2018
Q2 | $276K | Buy |
2,619
+268
| +11% | +$28.2K | 0.02% | 275 |
|
|
2018
Q1 | $259K | Buy |
2,351
+425
| +22% | +$46.8K | 0.01% | 278 |
|
|
2017
Q4 | $232K | Buy |
1,926
+173
| +10% | +$20.8K | 0.01% | 298 |
|
|
2017
Q3 | $206K | Sell |
1,753
-142
| -7% | -$16.7K | 0.01% | 286 |
|
|
2017
Q2 | $245K | Sell |
1,895
-2,472
| -57% | -$320K | 0.01% | 275 |
|
|
2017
Q1 | $575K | Buy |
+4,367
| New | +$575K | 0.04% | 193 |
|
|
2016
Q1 | – | Sell |
-2,201
| Closed | -$280K | – | 316 |
|
|
2015
Q4 | $280K | Buy |
2,201
+320
| +17% | +$40.7K | 0.02% | 235 |
|
|
2015
Q3 | $205K | Buy |
+1,881
| New | +$205K | 0.02% | 211 |
|