LBMC Investment Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,840
| Closed | -$583K | – | 168 |
|
|
2023
Q3 | $583K | Sell |
4,840
-130
| -3% | -$15.7K | 0.06% | 88 |
|
|
2023
Q2 | $686K | Hold |
4,970
| – | – | 0.07% | 76 |
|
|
2023
Q1 | $667K | Hold |
4,970
| – | – | 0.07% | 75 |
|
|
2022
Q4 | $675K | Sell |
4,970
-322
| -6% | -$43.7K | 0.07% | 72 |
|
|
2022
Q3 | $596K | Hold |
5,292
| – | – | 0.07% | 69 |
|
|
2022
Q2 | $715K | Hold |
5,292
| – | – | 0.08% | 62 |
|
|
2022
Q1 | $652K | Hold |
5,292
| – | – | 0.06% | 75 |
|
|
2021
Q4 | $756K | Sell |
5,292
-1,064
| -17% | -$152K | 0.07% | 76 |
|
|
2021
Q3 | $701 | Buy |
6,356
+1,064
| +20% | +$117 | 0.07% | 75 |
|
|
2021
Q2 | $708K | Hold |
5,292
| – | – | 0.07% | 73 |
|
|
2021
Q1 | $736K | Buy |
+5,292
| New | +$736K | 0.08% | 63 |
|