Lucia Wealth Services’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $16.6M | Buy |
112,322
+4,581
| +4% | +$676K | 3.89% | 7 |
|
|
2020
Q2 | $15.2M | Buy |
107,741
+13,277
| +14% | +$1.88M | 4.02% | 7 |
|
|
2020
Q1 | $12.1M | Sell |
94,464
-259
| -0.3% | -$33.1K | 4% | 6 |
|
|
2019
Q4 | $13M | Buy |
94,723
+2,905
| +3% | +$400K | 4% | 7 |
|
|
2019
Q3 | $13M | Buy |
91,818
+2,628
| +3% | +$373K | 4.34% | 6 |
|
|
2019
Q2 | $11.9M | Sell |
89,190
-1,780
| -2% | -$237K | 4.09% | 6 |
|
|
2019
Q1 | $11.3M | Buy |
90,970
+18,617
| +26% | +$2.31M | 3.86% | 6 |
|
|
2018
Q4 | $8.24M | Sell |
72,353
-9,149
| -11% | -$1.04M | 3.88% | 5 |
|
|
2018
Q3 | $9.26M | Buy |
81,502
+5,311
| +7% | +$604K | 2.88% | 9 |
|
|
2018
Q2 | $8.03M | Buy |
76,191
+22,302
| +41% | +$2.35M | 3.51% | 6 |
|
|
2018
Q1 | $5.94M | Buy |
53,889
+429
| +0.8% | +$47.2K | 1.93% | 9 |
|
|
2017
Q4 | $6.45M | Buy |
+53,460
| New | +$6.45M | 2.85% | 9 |
|