GW & Wade’s Kimberly-Clark KMB Stock Holding History

GW & Wade’s Portfolio KMB Stock Details KMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$10.7M	Sell	87,649 -478	-0.5%	-$58.1K	0.35%	70
2023 Q3	$10.7M	Sell	88,127 -22,013	-20%	-$2.66M	0.4%	68
2023 Q2	$15.2M	Buy	110,140 +1,386	+1%	+$191K	0.55%	58
2023 Q1	$14.6M	Buy	108,754 +1,705	+2%	+$229K	0.56%	57
2022 Q4	$14.5M	Buy	107,049 +6,496	+6%	+$882K	0.6%	53
2022 Q3	$11.3M	Sell	100,553 -22	-0%	-$2.48K	0.55%	54
2022 Q2	$13.6M	Buy	100,575 +1,863	+2%	+$252K	0.62%	48
2022 Q1	$12.2M	Buy	98,712 +893	+0.9%	+$110K	0.52%	62
2021 Q4	$14M	Sell	97,819 -208	-0.2%	-$29.7K	0.61%	53
2021 Q3	$13M	Buy	98,027 +1,002	+1%	+$133K	0.62%	55
2021 Q2	$13M	Buy	97,025 +2,315	+2%	+$310K	0.62%	54
2021 Q1	$13.2M	Buy	94,710 +9,724	+11%	+$1.35M	0.7%	51
2020 Q4	$11.5M	Buy	84,986 +4,886	+6%	+$659K	0.7%	51
2020 Q3	$11.8M	Sell	80,100 -1,023	-1%	-$151K	0.9%	36
2020 Q2	$11.5M	Buy	81,123 +3,163	+4%	+$447K	0.94%	34
2020 Q1	$9.97M	Buy	77,960 +8,482	+12%	+$1.08M	0.94%	37
2019 Q4	$9.56M	Buy	69,478 +1,912	+3%	+$263K	0.73%	50
2019 Q3	$9.6M	Buy	67,566 +7,748	+13%	+$1.1M	0.82%	44
2019 Q2	$7.97M	Buy	59,818 +910	+2%	+$121K	0.72%	46
2019 Q1	$7.3M	Buy	58,908 +1,876	+3%	+$232K	0.69%	48
2018 Q4	$6.5M	Buy	57,032 +55,131	+2,900%	+$6.28M	0.7%	46
2018 Q3	$216K	Sell	1,901 -349	-16%	-$39.7K	0.02%	222
2018 Q2	$237K	Sell	2,250 -119	-5%	-$12.5K	0.03%	218
2018 Q1	$261K	Buy	+2,369	New	+$261K	0.03%	196
2015 Q3	–	Sell	-12,538	Closed	-$1.33M	–	233
2015 Q2	$1.33M	Buy	12,538 +412	+3%	+$43.7K	0.26%	79
2015 Q1	$1.3M	Sell	12,126 -934	-7%	-$100K	0.24%	81
2014 Q4	$1.51M	Sell	13,060 -662	-5%	-$76.5K	0.4%	50
2014 Q3	$1.42M	Sell	13,722 -47	-0.3%	-$4.85K	0.41%	50
2014 Q2	$1.47M	Sell	13,769 -4,870	-26%	-$519K	0.43%	51
2014 Q1	$1.97M	Sell	18,639 -28,608	-61%	-$3.02M	0.64%	46
2013 Q4	$4.73M	Buy	47,247 +502	+1%	+$50.3K	1.53%	21
2013 Q3	$4.22M	Buy	46,745 +2	+0%	+$181	1.46%	20
2013 Q2	$4.35M	Buy	+46,743	New	+$4.35M	1.57%	17