Granite Bay Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,940
| Closed | -$251K | – | 77 |
|
|
2024
Q1 | $251K | Sell |
1,940
-120,280
| -98% | -$15.6M | 0.14% | 71 |
|
|
2023
Q4 | $14.8M | Sell |
122,220
-12,000
| -9% | -$1.45M | 0.13% | 67 |
|
|
2023
Q3 | $17.3M | Buy |
+134,220
| New | +$17.3M | 0.17% | 63 |
|
|
2023
Q2 | – | Sell |
-2,380
| Closed | -$319K | – | 61 |
|
|
2023
Q1 | $319K | Hold |
2,380
| – | – | 0.22% | 55 |
|
|
2022
Q4 | $323K | Sell |
2,380
-800
| -25% | -$109K | 0.21% | 47 |
|
|
2022
Q3 | $358K | Sell |
3,180
-100
| -3% | -$11.3K | 0.29% | 40 |
|
|
2022
Q2 | $443K | Sell |
3,280
-300
| -8% | -$40.5K | 0.34% | 34 |
|
|
2022
Q1 | $441K | Sell |
3,580
-2,780
| -44% | -$342K | 0.36% | 37 |
|
|
2021
Q4 | $909K | Buy |
+6,360
| New | +$909K | 0.9% | 22 |
|