Liberty Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-583
| Closed | -$68K | – | 677 |
|
|
2021
Q3 | $68K | Buy |
583
+56
| +11% | +$6.53K | 0.02% | 360 |
|
|
2021
Q2 | $70K | Sell |
527
-108
| -17% | -$14.3K | 0.03% | 261 |
|
|
2021
Q1 | $84K | Hold |
635
| – | – | 0.04% | 203 |
|
|
2020
Q4 | $84K | Buy |
635
+201
| +46% | +$26.6K | 0.04% | 201 |
|
|
2020
Q3 | $64K | Sell |
434
-46
| -10% | -$6.78K | 0.04% | 201 |
|
|
2020
Q2 | $68K | Sell |
480
-38
| -7% | -$5.38K | 0.05% | 189 |
|
|
2020
Q1 | $66K | Sell |
518
-2
| -0.4% | -$255 | 0.06% | 184 |
|
|
2019
Q4 | $72K | Buy |
520
+13
| +3% | +$1.8K | 0.06% | 198 |
|
|
2019
Q3 | $72K | Sell |
507
-105
| -17% | -$14.9K | 0.07% | 178 |
|
|
2019
Q2 | $82K | Buy |
612
+4
| +0.7% | +$536 | 0.07% | 187 |
|
|
2019
Q1 | $75K | Buy |
608
+21
| +4% | +$2.59K | 0.06% | 168 |
|
|
2018
Q4 | $66K | Buy |
+587
| New | +$66K | 0.05% | 169 |
|