Homrich & Berg’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$611K Sell
4,616
-218
-5% -$28.9K 0.01% 276
2021
Q2
$647K Sell
4,834
-424
-8% -$56.8K 0.02% 266
2021
Q1
$731K Sell
5,258
-5,145
-49% -$715K 0.02% 236
2020
Q4
$1.4M Sell
10,403
-2,049
-16% -$276K 0.04% 162
2020
Q3
$1.84M Buy
12,452
+443
+4% +$65.4K 0.06% 101
2020
Q2
$1.7M Sell
12,009
-1,788
-13% -$253K 0.07% 92
2020
Q1
$1.76M Sell
13,797
-808
-6% -$103K 0.1% 71
2019
Q4
$2.01M Sell
14,605
-540
-4% -$74.3K 0.09% 87
2019
Q3
$2.15M Buy
15,145
+1,177
+8% +$167K 0.11% 75
2019
Q2
$1.86M Sell
13,968
-732
-5% -$97.6K 0.1% 80
2019
Q1
$1.82M Buy
14,700
+2,210
+18% +$274K 0.09% 73
2018
Q4
$1.42M Sell
12,490
-67
-0.5% -$7.63K 0.08% 88
2018
Q3
$1.43M Buy
12,557
+330
+3% +$37.5K 0.09% 94
2018
Q2
$1.29M Sell
12,227
-2,104
-15% -$222K 0.09% 95
2018
Q1
$1.58M Buy
14,331
+7,373
+106% +$812K 0.11% 96
2017
Q4
$840K Buy
6,958
+2,891
+71% +$349K 0.06% 141
2017
Q3
$479K Buy
4,067
+2
+0% +$236 0.04% 195
2017
Q2
$525K Buy
+4,065
New +$525K 0.05% 166
2016
Q2
Sell
-6,974
Closed -$938K 272
2016
Q1
$938K Sell
6,974
-181
-3% -$24.3K 0.09% 81
2015
Q4
$911K Sell
7,155
-835
-10% -$106K 0.08% 86
2015
Q3
$871K Sell
7,990
-3
-0% -$327 0.09% 84
2015
Q2
$847K Sell
7,993
-330
-4% -$35K 0.08% 92
2015
Q1
$892K Buy
8,323
+134
+2% +$14.4K 0.09% 94
2014
Q4
$946K Sell
8,189
-142
-2% -$16.4K 0.1% 88
2014
Q3
$859K Sell
8,331
-193
-2% -$19.9K 0.09% 98
2014
Q2
$909K Sell
8,524
-288
-3% -$30.7K 0.1% 80
2014
Q1
$932K Sell
8,812
-17
-0.2% -$1.8K 0.12% 79
2013
Q4
$884K Buy
+8,829
New +$884K 0.12% 72
2013
Q3
Sell
-8,057
Closed -$756K 135
2013
Q2
$756K Buy
+8,057
New +$756K 0.14% 68