Lehman Financial Resources’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $220K | Buy |
1,936
+3
| +0.2% | +$341 | 0.1% | 91 |
|
|
2018
Q2 | $203K | Buy |
+1,933
| New | +$203K | 0.1% | 81 |
|
|
2016
Q3 | – | Sell |
-1,459
| Closed | -$200K | – | 61 |
|
|
2016
Q2 | $200K | Sell |
1,459
-160
| -10% | -$21.9K | 0.1% | 57 |
|
|
2016
Q1 | $217K | Sell |
1,619
-1,100
| -40% | -$147K | 0.12% | 58 |
|
|
2015
Q4 | $346K | Buy |
2,719
+1,695
| +166% | +$216K | 0.19% | 45 |
|
|
2015
Q3 | $111K | Hold |
1,024
| – | – | 0.06% | 80 |
|
|
2015
Q2 | $108K | Hold |
1,024
| – | – | 0.05% | 86 |
|
|
2015
Q1 | $110K | Buy |
1,024
+200
| +24% | +$21.5K | 0.05% | 93 |
|
|
2014
Q4 | $95K | Sell |
824
-317
| -28% | -$36.5K | 0.05% | 103 |
|
|
2014
Q3 | $118K | Hold |
1,141
| – | – | 0.06% | 78 |
|
|
2014
Q2 | $122K | Hold |
1,141
| – | – | 0.06% | 77 |
|
|
2014
Q1 | $121K | Hold |
1,141
| – | – | 0.06% | 79 |
|
|
2013
Q4 | $114K | Hold |
1,141
| – | – | 0.07% | 79 |
|
|
2013
Q3 | $103K | Buy |
1,141
+417
| +58% | +$37.6K | 0.07% | 76 |
|
|
2013
Q2 | $67K | Buy |
+724
| New | +$67K | 0.05% | 87 |
|