Haverford Financial Services’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,271
| Closed | -$345K | – | 80 |
|
|
2018
Q2 | $345K | Buy |
+3,271
| New | +$345K | 0.13% | 58 |
|
|
2018
Q1 | – | Sell |
-1,800
| Closed | -$217K | – | 90 |
|
|
2017
Q4 | $217K | Buy |
1,800
+65
| +4% | +$7.84K | 0.08% | 87 |
|
|
2017
Q3 | $204K | Hold |
1,735
| – | – | 0.08% | 77 |
|
|
2017
Q2 | $224K | Sell |
1,735
-20
| -1% | -$2.58K | 0.09% | 57 |
|
|
2017
Q1 | $231K | Sell |
1,755
-1
| -0.1% | -$132 | 0.1% | 56 |
|
|
2016
Q4 | $200K | Hold |
1,756
| – | – | 0.08% | 60 |
|
|
2016
Q3 | $222K | Sell |
1,756
-658
| -27% | -$83.2K | 0.1% | 57 |
|
|
2016
Q2 | $332K | Sell |
2,414
-40
| -2% | -$5.5K | 0.14% | 45 |
|
|
2016
Q1 | $330K | Buy |
2,454
+699
| +40% | +$94K | 0.14% | 46 |
|
|
2015
Q4 | $223K | Buy |
+1,755
| New | +$223K | 0.1% | 49 |
|
|
2015
Q2 | – | Sell |
-1,981
| Closed | -$212K | – | 44 |
|
|
2015
Q1 | $212K | Sell |
1,981
-21
| -1% | -$2.25K | 0.09% | 44 |
|
|
2014
Q4 | $231K | Sell |
2,002
-603
| -23% | -$69.6K | 0.09% | 42 |
|
|
2014
Q3 | $269K | Buy |
2,605
+145
| +6% | +$15K | 0.12% | 44 |
|
|
2014
Q2 | $262K | Sell |
2,460
-264
| -10% | -$28.1K | 0.12% | 45 |
|
|
2014
Q1 | $288K | Sell |
2,724
-162
| -6% | -$17.1K | 0.13% | 41 |
|
|
2013
Q4 | $289K | Buy |
2,886
+19
| +0.7% | +$1.9K | 0.14% | 43 |
|
|
2013
Q3 | $259K | Buy |
+2,867
| New | +$259K | 0.14% | 43 |
|