Keystone Financial Planning’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-49,688
| Closed | -$6.72M | – | 48 |
|
|
2022
Q2 | $6.72M | Sell |
49,688
-2,575
| -5% | -$348K | 2.36% | 16 |
|
|
2022
Q1 | $6.44M | Buy |
52,263
+3,931
| +8% | +$484K | 2.15% | 21 |
|
|
2021
Q4 | $6.91M | Buy |
48,332
+45,677
| +1,720% | +$6.53M | 2.35% | 18 |
|
|
2021
Q3 | $352K | Buy |
2,655
+293
| +12% | +$38.8K | 0.13% | 42 |
|
|
2021
Q2 | $316K | Buy |
+2,362
| New | +$316K | 0.11% | 42 |
|