Kurt F. Somerville’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,650
| Closed | -$228K | – | 98 |
|
2024
Q2 | $228K | Hold |
1,650
| – | – | 0.04% | 97 |
|
2024
Q1 | $213K | Hold |
1,650
| – | – | 0.04% | 99 |
|
2023
Q4 | $200K | Sell |
1,650
-450
| -21% | -$54.7K | 0.04% | 96 |
|
2023
Q3 | $254K | Hold |
2,100
| – | – | 0.05% | 93 |
|
2023
Q2 | $290K | Hold |
2,100
| – | – | 0.06% | 91 |
|
2023
Q1 | $282K | Hold |
2,100
| – | – | 0.05% | 93 |
|
2022
Q4 | $285K | Hold |
2,100
| – | – | 0.06% | 95 |
|
2022
Q3 | $236K | Hold |
2,100
| – | – | 0.05% | 105 |
|
2022
Q2 | $284K | Hold |
2,100
| – | – | 0.05% | 98 |
|
2022
Q1 | $259K | Hold |
2,100
| – | – | 0.04% | 110 |
|
2021
Q4 | $300K | Hold |
2,100
| – | – | 0.04% | 111 |
|
2021
Q3 | $278K | Hold |
2,100
| – | – | 0.04% | 101 |
|
2021
Q2 | $281K | Hold |
2,100
| – | – | 0.04% | 102 |
|
2021
Q1 | $292K | Sell |
2,100
-276
| -12% | -$38.4K | 0.05% | 97 |
|
2020
Q4 | $320K | Hold |
2,376
| – | – | 0.05% | 91 |
|
2020
Q3 | $351K | Buy |
2,376
+276
| +13% | +$40.8K | 0.06% | 85 |
|
2020
Q2 | $297K | Hold |
2,100
| – | – | 0.05% | 95 |
|
2020
Q1 | $269K | Hold |
2,100
| – | – | 0.06% | 90 |
|
2019
Q4 | $289K | Hold |
2,100
| – | – | 0.05% | 84 |
|
2019
Q3 | $298K | Hold |
2,100
| – | – | 0.06% | 82 |
|
2019
Q2 | $280K | Sell |
2,100
-100
| -5% | -$13.3K | 0.06% | 87 |
|
2019
Q1 | $273K | Hold |
2,200
| – | – | 0.05% | 95 |
|
2018
Q4 | $251K | Hold |
2,200
| – | – | 0.06% | 97 |
|
2018
Q3 | $250K | Hold |
2,200
| – | – | 0.05% | 101 |
|
2018
Q2 | $232K | Hold |
2,200
| – | – | 0.05% | 98 |
|
2018
Q1 | $242K | Hold |
2,200
| – | – | 0.05% | 100 |
|
2017
Q4 | $265K | Hold |
2,200
| – | – | 0.05% | 98 |
|
2017
Q3 | $259K | Hold |
2,200
| – | – | 0.05% | 92 |
|
2017
Q2 | $284K | Sell |
2,200
-500
| -19% | -$64.5K | 0.06% | 85 |
|
2017
Q1 | $356K | Hold |
2,700
| – | – | 0.08% | 84 |
|
2016
Q4 | $308K | Hold |
2,700
| – | – | 0.07% | 91 |
|
2016
Q3 | $341K | Buy |
+2,700
| New | +$341K | 0.07% | 89 |
|