Inlet Private Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,107
| Closed | -$291K | – | 125 |
|
|
2023
Q2 | $291K | Hold |
2,107
| – | – | 0.07% | 115 |
|
|
2023
Q1 | $283K | Buy |
2,107
+9
| +0.4% | +$1.21K | 0.07% | 116 |
|
|
2022
Q4 | $285K | Buy |
2,098
+11
| +0.5% | +$1.49K | 0.07% | 114 |
|
|
2022
Q3 | $235K | Buy |
2,087
+8
| +0.4% | +$901 | 0.07% | 118 |
|
|
2022
Q2 | $281K | Buy |
2,079
+10
| +0.5% | +$1.35K | 0.08% | 116 |
|
|
2022
Q1 | $255K | Buy |
2,069
+52
| +3% | +$6.41K | 0.06% | 128 |
|
|
2021
Q4 | $288K | Hold |
2,017
| – | – | 0.07% | 124 |
|
|
2021
Q3 | $267K | Buy |
2,017
+9
| +0.4% | +$1.19K | 0.07% | 124 |
|
|
2021
Q2 | $269K | Buy |
2,008
+8
| +0.4% | +$1.07K | 0.07% | 122 |
|
|
2021
Q1 | $278K | Hold |
2,000
| – | – | 0.08% | 115 |
|
|
2020
Q4 | $270K | Hold |
2,000
| – | – | 0.09% | 114 |
|
|
2020
Q3 | $295K | Hold |
2,000
| – | – | 0.12% | 110 |
|
|
2020
Q2 | $283K | Hold |
2,000
| – | – | 0.11% | 111 |
|
|
2020
Q1 | $256K | Buy |
2,000
+200
| +11% | +$25.6K | 0.12% | 112 |
|
|
2019
Q4 | $248K | Hold |
1,800
| – | – | 0.08% | 131 |
|
|
2019
Q3 | $256K | Hold |
1,800
| – | – | 0.09% | 127 |
|
|
2019
Q2 | $250K | Hold |
1,800
| – | – | 0.09% | 128 |
|
|
2019
Q1 | $223K | Hold |
1,800
| – | – | 0.09% | 134 |
|
|
2018
Q4 | $205K | Buy |
+1,800
| New | +$205K | 0.11% | 119 |
|