Klingman & Associates’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-799
| Closed | -$101K | – | 216 |
|
|
2016
Q3 | $101K | Hold |
799
| – | – | 0.03% | 139 |
|
|
2016
Q2 | $110K | Hold |
799
| – | – | 0.04% | 129 |
|
|
2016
Q1 | $107K | Hold |
799
| – | – | 0.04% | 133 |
|
|
2015
Q4 | $102K | Hold |
799
| – | – | 0.04% | 158 |
|
|
2015
Q3 | $87K | Hold |
799
| – | – | 0.03% | 168 |
|
|
2015
Q2 | $85K | Hold |
799
| – | – | 0.03% | 149 |
|
|
2015
Q1 | $86K | Buy |
799
+295
| +59% | +$31.8K | 0.04% | 140 |
|
|
2014
Q4 | $58K | Buy |
+504
| New | +$58K | 0.02% | 168 |
|