HAFS
Hapanowicz & Associates Financial Services’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,635
| Closed | -$211K | – | 32 |
|
|
2024
Q1 | $211K | Buy |
+1,635
| New | +$211K | 0.12% | 30 |
|
|
2023
Q3 | – | Sell |
-1,635
| Closed | -$226K | – | 32 |
|
|
2023
Q2 | $226K | Hold |
1,635
| – | – | 0.15% | 27 |
|
|
2023
Q1 | $219K | Hold |
1,635
| – | – | 0.15% | 25 |
|
|
2022
Q4 | $222K | Sell |
1,635
-200
| -11% | -$27.2K | 0.16% | 24 |
|
|
2022
Q3 | $207K | Buy |
1,835
+200
| +12% | +$22.6K | 0.19% | 23 |
|
|
2022
Q2 | $221K | Hold |
1,635
| – | – | 0.17% | 24 |
|
|
2022
Q1 | $201K | Hold |
1,635
| – | – | 0.09% | 25 |
|
|
2021
Q4 | $234K | Hold |
1,635
| – | – | 0.1% | 26 |
|
|
2021
Q3 | $217K | Hold |
1,635
| – | – | 0.09% | 28 |
|
|
2021
Q2 | $219K | Hold |
1,635
| – | – | 0.1% | 28 |
|
|
2021
Q1 | $227K | Hold |
1,635
| – | – | 0.11% | 24 |
|
|
2020
Q4 | $220K | Hold |
1,635
| – | – | 0.11% | 31 |
|
|
2020
Q3 | $241K | Hold |
1,635
| – | – | 0.14% | 26 |
|
|
2020
Q2 | $231K | Hold |
1,635
| – | – | 0.15% | 16 |
|
|
2020
Q1 | $210K | Hold |
1,635
| – | – | 0.15% | 15 |
|
|
2019
Q4 | $225K | Hold |
1,635
| – | – | 0.14% | 18 |
|
|
2019
Q3 | $232K | Hold |
1,635
| – | – | 0.15% | 14 |
|
|
2019
Q2 | $218K | Hold |
1,635
| – | – | 0.14% | 17 |
|
|
2019
Q1 | $202K | Buy |
+1,635
| New | +$202K | 0.14% | 17 |
|
|
2017
Q3 | – | Sell |
-1,608
| Closed | -$204K | – | 18 |
|
|
2017
Q2 | $204K | Hold |
1,608
| – | – | 0.17% | 19 |
|
|
2017
Q1 | $212K | Buy |
+1,608
| New | +$212K | 0.19% | 19 |
|