Kelman-Lazarov Inc’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,501
| Closed | -$344K | – | 84 |
|
|
2019
Q4 | $344K | Hold |
2,501
| – | – | 0.15% | 74 |
|
|
2019
Q3 | $355K | Sell |
2,501
-75
| -3% | -$10.6K | 0.17% | 71 |
|
|
2019
Q2 | $343K | Sell |
2,576
-425
| -14% | -$56.6K | 0.18% | 71 |
|
|
2019
Q1 | $372K | Sell |
3,001
-225
| -7% | -$27.9K | 0.2% | 71 |
|
|
2018
Q4 | $368K | Sell |
3,226
-200
| -6% | -$22.8K | 0.23% | 72 |
|
|
2018
Q3 | $389K | Sell |
3,426
-954
| -22% | -$108K | 0.23% | 78 |
|
|
2018
Q2 | $461K | Sell |
4,380
-600
| -12% | -$63.2K | 0.25% | 80 |
|
|
2018
Q1 | $548K | Sell |
4,980
-200
| -4% | -$22K | 0.29% | 74 |
|
|
2017
Q4 | $625K | Sell |
5,180
-186
| -3% | -$22.4K | 0.32% | 74 |
|
|
2017
Q3 | $631K | Sell |
5,366
-94
| -2% | -$11.1K | 0.33% | 75 |
|
|
2017
Q2 | $705K | Buy |
5,460
+170
| +3% | +$22K | 0.39% | 70 |
|
|
2017
Q1 | $696K | Sell |
5,290
-425
| -7% | -$55.9K | 0.45% | 63 |
|
|
2016
Q4 | $652K | Sell |
5,715
-200
| -3% | -$22.8K | 0.37% | 70 |
|
|
2016
Q3 | $728K | Sell |
5,915
-291
| -5% | -$35.8K | 0.41% | 66 |
|
|
2016
Q2 | $850K | Sell |
6,206
-25
| -0.4% | -$3.43K | 0.49% | 63 |
|
|
2016
Q1 | $849K | Buy |
+6,231
| New | +$849K | 0.5% | 60 |
|