Harvey Investment Company’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,726
| Closed | -$208K | – | 87 |
|
|
2017
Q4 | $208K | Sell |
1,726
-132
| -7% | -$15.9K | 0.04% | 81 |
|
|
2017
Q3 | $219K | Sell |
1,858
-3,200
| -63% | -$377K | 0.04% | 80 |
|
|
2017
Q2 | $653K | Hold |
5,058
| – | – | 0.13% | 62 |
|
|
2017
Q1 | $666K | Hold |
5,058
| – | – | 0.14% | 62 |
|
|
2016
Q4 | $577K | Hold |
5,058
| – | – | 0.12% | 64 |
|
|
2016
Q3 | $638K | Hold |
5,058
| – | – | 0.14% | 61 |
|
|
2016
Q2 | $695K | Hold |
5,058
| – | – | 0.15% | 61 |
|
|
2016
Q1 | $680K | Hold |
5,058
| – | – | 0.15% | 62 |
|
|
2015
Q4 | $644K | Hold |
5,058
| – | – | 0.15% | 64 |
|
|
2015
Q3 | $552K | Hold |
5,058
| – | – | 0.13% | 64 |
|
|
2015
Q2 | $536K | Hold |
5,058
| – | – | 0.12% | 65 |
|
|
2015
Q1 | $542K | Hold |
5,058
| – | – | 0.13% | 64 |
|
|
2014
Q4 | $584K | Sell |
5,058
-217
| -4% | -$25.1K | 0.14% | 64 |
|
|
2014
Q3 | $544K | Hold |
5,275
| – | – | 0.14% | 64 |
|
|
2014
Q2 | $563K | Hold |
5,275
| – | – | 0.14% | 64 |
|
|
2014
Q1 | $558K | Buy |
5,275
+646
| +14% | +$68.3K | 0.14% | 62 |
|
|
2013
Q4 | $464K | Hold |
4,629
| – | – | 0.12% | 68 |
|
|
2013
Q3 | $418K | Hold |
4,629
| – | – | 0.12% | 69 |
|
|
2013
Q2 | $431K | Buy |
+4,629
| New | +$431K | 0.13% | 67 |
|