Lebenthal Global Advisors’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 | – | Sell |
-2,059
| Closed | -$293K | – | 201 |
|
|
2024
Q3 | $293K | Sell |
2,059
-10
| -0.5% | -$1.42K | 0.06% | 161 |
|
|
2024
Q2 | $286K | Sell |
2,069
-20
| -1% | -$2.76K | 0.06% | 157 |
|
|
2024
Q1 | $270K | Sell |
2,089
-135
| -6% | -$17.5K | 0.06% | 166 |
|
|
2023
Q4 | $270K | Buy |
+2,224
| New | +$270K | 0.06% | 165 |
|
|
2023
Q1 | – | Sell |
-2,391
| Closed | -$325K | – | 124 |
|
|
2022
Q4 | $325K | Sell |
2,391
-685
| -22% | -$93K | 0.11% | 103 |
|
|
2022
Q3 | $346K | Sell |
3,076
-314
| -9% | -$35.3K | 0.16% | 82 |
|
|
2022
Q2 | $458K | Sell |
3,390
-1,383
| -29% | -$187K | 0.22% | 73 |
|
|
2022
Q1 | $592K | Buy |
4,773
+1,028
| +27% | +$128K | 0.25% | 67 |
|
|
2021
Q4 | $539K | Sell |
3,745
-468
| -11% | -$67.4K | 0.22% | 70 |
|
|
2021
Q3 | $557K | Sell |
4,213
-207
| -5% | -$27.4K | 0.35% | 52 |
|
|
2021
Q2 | $591K | Buy |
+4,420
| New | +$591K | 0.32% | 52 |
|
|
2021
Q1 | – | Sell |
-479
| Closed | -$64K | – | 356 |
|
|
2020
Q4 | $64K | Buy |
+479
| New | +$64K | 0.05% | 225 |
|