Lee Financial’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-501
| Closed | -$61.5K | – | 520 |
|
|
2023
Q4 | $61.5K | Buy |
501
+36
| +8% | +$4.42K | 0.01% | 214 |
|
|
2023
Q3 | $56.7K | Hold |
465
| – | – | 0.01% | 202 |
|
|
2023
Q2 | $64.7K | Sell |
465
-107
| -19% | -$14.9K | 0.01% | 200 |
|
|
2023
Q1 | $77.3K | Sell |
572
-7
| -1% | -$946 | 0.01% | 199 |
|
|
2022
Q4 | $78.6K | Hold |
579
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $65K | Buy |
579
+7
| +1% | +$786 | 0.01% | 232 |
|
|
2022
Q2 | $78K | Buy |
572
+5
| +0.9% | +$682 | 0.01% | 206 |
|
|
2022
Q1 | $70K | Buy |
567
+325
| +134% | +$40.1K | 0.01% | 213 |
|
|
2021
Q4 | $35K | Buy |
242
+25
| +12% | +$3.62K | 0.01% | 294 |
|
|
2021
Q3 | $29K | Hold |
217
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $29K | Sell |
217
-90
| -29% | -$12K | 0.01% | 277 |
|
|
2021
Q1 | $43K | Hold |
307
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $41K | Sell |
307
-99
| -24% | -$13.2K | 0.01% | 224 |
|
|
2020
Q3 | $60K | Hold |
406
| – | – | 0.02% | 203 |
|
|
2020
Q2 | $57K | Buy |
406
+15
| +4% | +$2.11K | 0.02% | 189 |
|
|
2020
Q1 | $50K | Hold |
391
| – | – | 0.02% | 173 |
|
|
2019
Q4 | $54K | Buy |
391
+35
| +10% | +$4.83K | 0.01% | 185 |
|
|
2019
Q3 | $51K | Hold |
356
| – | – | 0.01% | 188 |
|
|
2019
Q2 | $47K | Hold |
356
| – | – | 0.01% | 204 |
|
|
2019
Q1 | $44K | Sell |
356
-10
| -3% | -$1.24K | 0.01% | 197 |
|
|
2018
Q4 | $42K | Sell |
366
-60
| -14% | -$6.89K | 0.01% | 189 |
|
|
2018
Q3 | $48K | Sell |
426
-248
| -37% | -$27.9K | 0.01% | 192 |
|
|
2018
Q2 | $71K | Sell |
674
-493
| -42% | -$51.9K | 0.02% | 236 |
|
|
2018
Q1 | $128K | Buy |
1,167
+885
| +314% | +$97.1K | 0.03% | 189 |
|
|
2017
Q4 | $34K | Buy |
282
+60
| +27% | +$7.23K | 0.01% | 215 |
|
|
2017
Q3 | $26K | Sell |
222
-11,414
| -98% | -$1.34M | 0.01% | 223 |
|
|
2017
Q2 | $1.5M | Buy |
11,636
+45
| +0.4% | +$5.81K | 0.55% | 40 |
|
|
2017
Q1 | $1.53M | Sell |
11,591
-60
| -0.5% | -$7.9K | 0.61% | 35 |
|
|
2016
Q4 | $1.33M | Buy |
+11,651
| New | +$1.33M | 0.74% | 32 |
|