Gideon Capital Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,652
| Closed | -$1.09M | – | 332 |
|
|
2019
Q3 | $1.09M | Buy |
7,652
+2,397
| +46% | +$341K | 0.36% | 101 |
|
|
2019
Q2 | $700K | Buy |
+5,255
| New | +$700K | 0.24% | 149 |
|
|
2015
Q3 | – | Sell |
-13,465
| Closed | -$1.43M | – | 277 |
|
|
2015
Q2 | $1.43M | Sell |
13,465
-4,204
| -24% | -$446K | 0.59% | 61 |
|
|
2015
Q1 | $1.89M | Buy |
17,669
+13,156
| +292% | +$1.41M | 0.76% | 38 |
|
|
2014
Q4 | $521K | Buy |
+4,513
| New | +$521K | 0.25% | 117 |
|
|
2014
Q3 | – | Sell |
-7,772
| Closed | -$829K | – | 322 |
|
|
2014
Q2 | $829K | Buy |
7,772
+982
| +14% | +$105K | 0.3% | 104 |
|
|
2014
Q1 | $718K | Buy |
+6,790
| New | +$718K | 0.4% | 85 |
|