Heritage Wealth Management (Arizona)’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $46.2K | Buy |
340
+170
| +100% | +$23.1K | 0.01% | 508 |
|
|
2022
Q3 | $19K | Hold |
170
| – | – | 0.01% | 540 |
|
|
2022
Q2 | $23K | Sell |
170
-133
| -44% | -$18K | 0.01% | 521 |
|
|
2022
Q1 | $37K | Buy |
+303
| New | +$37K | 0.01% | 511 |
|
|
2021
Q3 | $92K | Hold |
691
| – | – | 0.03% | 357 |
|
|
2021
Q2 | $92K | Sell |
691
-250
| -27% | -$33.3K | 0.03% | 350 |
|
|
2021
Q1 | $131K | Buy |
+941
| New | +$131K | 0.07% | 212 |
|