JWM
Jacobus Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $594K | Hold |
5,050
| – | – | 0.16% | 98 |
|
|
2017
Q2 | $652K | Buy |
5,050
+2,100
| +71% | +$271K | 0.18% | 92 |
|
|
2017
Q1 | $388K | Hold |
2,950
| – | – | 0.11% | 119 |
|
|
2016
Q4 | $337K | Sell |
2,950
-2,100
| -42% | -$240K | 0.1% | 127 |
|
|
2016
Q3 | $637K | Hold |
5,050
| – | – | 0.19% | 90 |
|
|
2016
Q2 | $694K | Sell |
5,050
-2,401
| -32% | -$330K | 0.21% | 81 |
|
|
2016
Q1 | $1M | Hold |
7,451
| – | – | 0.29% | 72 |
|
|
2015
Q4 | $949K | Hold |
7,451
| – | – | 0.27% | 75 |
|
|
2015
Q3 | $812K | Sell |
7,451
-76
| -1% | -$8.28K | 0.24% | 80 |
|
|
2015
Q2 | $798K | Sell |
7,527
-39
| -0.5% | -$4.14K | 0.2% | 89 |
|
|
2015
Q1 | $810K | Hold |
7,566
| – | – | 0.21% | 85 |
|
|
2014
Q4 | $874K | Hold |
7,566
| – | – | 0.23% | 79 |
|
|
2014
Q3 | $814K | Hold |
7,566
| – | – | 0.22% | 89 |
|
|
2014
Q2 | $841K | Sell |
7,566
-17
| -0.2% | -$1.89K | 0.22% | 93 |
|
|
2014
Q1 | $836K | Hold |
7,583
| – | – | 0.2% | 93 |
|
|
2013
Q4 | $792K | Buy |
7,583
+4,633
| +157% | +$484K | 0.23% | 92 |
|
|
2013
Q3 | $278K | Hold |
2,950
| – | – | 0.1% | 146 |
|
|
2013
Q2 | $287K | Buy |
+2,950
| New | +$287K | 0.1% | 138 |
|