Goelzer Investment Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,862
| Closed | -$718K | – | 226 |
|
|
2020
Q3 | $718K | Hold |
4,862
| – | – | 0.07% | 175 |
|
|
2020
Q2 | $687K | Sell |
4,862
-175
| -3% | -$24.7K | 0.07% | 169 |
|
|
2020
Q1 | $644K | Sell |
5,037
-11
| -0.2% | -$1.41K | 0.07% | 174 |
|
|
2019
Q4 | $694K | Sell |
5,048
-46
| -0.9% | -$6.32K | 0.06% | 183 |
|
|
2019
Q3 | $724K | Sell |
5,094
-200
| -4% | -$28.4K | 0.07% | 175 |
|
|
2019
Q2 | $706K | Hold |
5,294
| – | – | 0.07% | 178 |
|
|
2019
Q1 | $656K | Buy |
+5,294
| New | +$656K | 0.06% | 190 |
|
|
2017
Q3 | – | Sell |
-1,599
| Closed | -$206K | – | 200 |
|
|
2017
Q2 | $206K | Sell |
1,599
-50
| -3% | -$6.44K | 0.03% | 196 |
|
|
2017
Q1 | $217K | Sell |
1,649
-632
| -28% | -$83.2K | 0.03% | 194 |
|
|
2016
Q4 | $260K | Hold |
2,281
| – | – | 0.03% | 186 |
|
|
2016
Q3 | $288K | Hold |
2,281
| – | – | 0.04% | 182 |
|
|
2016
Q2 | $314K | Hold |
2,281
| – | – | 0.04% | 180 |
|
|
2016
Q1 | $307K | Sell |
2,281
-202
| -8% | -$27.2K | 0.04% | 178 |
|
|
2015
Q4 | $316K | Hold |
2,483
| – | – | 0.05% | 179 |
|
|
2015
Q3 | $271K | Sell |
2,483
-53
| -2% | -$5.79K | 0.04% | 182 |
|
|
2015
Q2 | $269K | Hold |
2,536
| – | – | 0.04% | 185 |
|
|
2015
Q1 | $272K | Hold |
2,536
| – | – | 0.04% | 177 |
|
|
2014
Q4 | $293K | Sell |
2,536
-151
| -6% | -$17.4K | 0.04% | 179 |
|
|
2014
Q3 | $277K | Sell |
2,687
-104
| -4% | -$10.7K | 0.05% | 179 |
|
|
2014
Q2 | $298K | Hold |
2,791
| – | – | 0.05% | 173 |
|
|
2014
Q1 | $295K | Sell |
2,791
-157
| -5% | -$16.6K | 0.05% | 172 |
|
|
2013
Q4 | $295K | Hold |
2,948
| – | – | 0.05% | 174 |
|
|
2013
Q3 | $266K | Sell |
2,948
-3,051
| -51% | -$275K | 0.05% | 167 |
|
|
2013
Q2 | $559K | Buy |
+5,999
| New | +$559K | 0.06% | 165 |
|