Marshwinds Advisory’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $465K | Sell |
4,079
-800
| -16% | -$91.2K | 0.25% | 91 |
|
|
2018
Q3 | $554K | Hold |
4,879
| – | – | 0.25% | 91 |
|
|
2018
Q2 | $514K | Hold |
4,879
| – | – | 0.24% | 92 |
|
|
2018
Q1 | $537K | Hold |
4,879
| – | – | 0.26% | 86 |
|
|
2017
Q4 | $589K | Sell |
4,879
-730
| -13% | -$88.1K | 0.27% | 85 |
|
|
2017
Q3 | $660K | Hold |
5,609
| – | – | 0.31% | 76 |
|
|
2017
Q2 | $724K | Buy |
5,609
+437
| +8% | +$56.4K | 0.34% | 75 |
|
|
2017
Q1 | $681K | Sell |
5,172
-175
| -3% | -$23K | 0.32% | 78 |
|
|
2016
Q4 | $610K | Hold |
5,347
| – | – | 0.29% | 84 |
|
|
2016
Q3 | $674K | Hold |
5,347
| – | – | 0.33% | 77 |
|
|
2016
Q2 | $735K | Hold |
5,347
| – | – | 0.36% | 75 |
|
|
2016
Q1 | $719K | Hold |
5,347
| – | – | 0.37% | 73 |
|
|
2015
Q4 | $681K | Hold |
5,347
| – | – | 0.36% | 75 |
|
|
2015
Q3 | $583K | Sell |
5,347
-275
| -5% | -$30K | 0.31% | 82 |
|
|
2015
Q2 | $596K | Sell |
5,622
-425
| -7% | -$45.1K | 0.3% | 82 |
|
|
2015
Q1 | $648K | Sell |
6,047
-395
| -6% | -$42.3K | 0.31% | 85 |
|
|
2014
Q4 | $744K | Sell |
6,442
-277
| -4% | -$32K | 0.35% | 83 |
|
|
2014
Q3 | $693K | Hold |
6,719
| – | – | 0.34% | 83 |
|
|
2014
Q2 | $716K | Sell |
6,719
-40
| -0.6% | -$4.26K | 0.34% | 84 |
|
|
2014
Q1 | $714K | Hold |
6,759
| – | – | 0.36% | 80 |
|
|
2013
Q4 | $677K | Sell |
6,759
-313
| -4% | -$31.4K | 0.36% | 82 |
|
|
2013
Q3 | $639K | Sell |
7,072
-443
| -6% | -$40K | 0.37% | 83 |
|
|
2013
Q2 | $700K | Buy |
+7,515
| New | +$700K | 0.42% | 74 |
|