Lake Street Advisors Group’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $249K | Buy |
1,883
+114
| +6% | +$15.1K | 0.01% | 505 |
|
|
2024
Q3 | $254K | Buy |
1,769
+41
| +2% | +$5.88K | 0.01% | 505 |
|
|
2024
Q2 | $241K | Sell |
1,728
-170
| -9% | -$23.7K | 0.01% | 495 |
|
|
2024
Q1 | $248K | Sell |
1,898
-82
| -4% | -$10.7K | 0.01% | 501 |
|
|
2023
Q4 | $243K | Buy |
+1,980
| New | +$243K | 0.01% | 499 |
|
|
2021
Q3 | – | Sell |
-1,865
| Closed | -$251K | – | 336 |
|
|
2021
Q2 | $251K | Buy |
1,865
+1
| +0.1% | +$135 | 0.02% | 273 |
|
|
2021
Q1 | $259K | Buy |
1,864
+52
| +3% | +$7.23K | 0.02% | 259 |
|
|
2020
Q4 | $244K | Sell |
1,812
-226
| -11% | -$30.4K | 0.02% | 262 |
|
|
2020
Q3 | $301K | Sell |
2,038
-316
| -13% | -$46.7K | 0.03% | 209 |
|
|
2020
Q2 | $333K | Sell |
2,354
-59
| -2% | -$8.35K | 0.03% | 183 |
|
|
2020
Q1 | $309K | Sell |
2,413
-603
| -20% | -$77.2K | 0.04% | 168 |
|
|
2019
Q4 | $415K | Sell |
3,016
-104
| -3% | -$14.3K | 0.04% | 133 |
|
|
2019
Q3 | $215K | Sell |
3,120
-79
| -2% | -$5.44K | 0.02% | 207 |
|
|
2019
Q2 | $426K | Sell |
3,199
-68
| -2% | -$9.06K | 0.05% | 114 |
|
|
2019
Q1 | $405K | Buy |
+3,267
| New | +$405K | 0.04% | 123 |
|
|
2018
Q3 | – | Sell |
-5,560
| Closed | -$586K | – | 275 |
|
|
2018
Q2 | $586K | Buy |
5,560
+28
| +0.5% | +$2.95K | 0.06% | 133 |
|
|
2018
Q1 | $609K | Buy |
5,532
+147
| +3% | +$16.2K | 0.07% | 112 |
|
|
2017
Q4 | $650K | Buy |
+5,385
| New | +$650K | 0.07% | 108 |
|