Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,546
| Closed | -$610K | – | 558 |
|
|
2023
Q1 | $610K | Buy |
4,546
+48
| +1% | +$6.44K | 0.05% | 288 |
|
|
2022
Q4 | $611K | Buy |
4,498
+2,492
| +124% | +$338K | 0.06% | 273 |
|
|
2022
Q3 | $226K | Sell |
2,006
-163
| -8% | -$18.4K | 0.02% | 431 |
|
|
2022
Q2 | $293K | Buy |
+2,169
| New | +$293K | 0.02% | 440 |
|
|
2020
Q4 | – | Sell |
-2,752
| Closed | -$406K | – | 342 |
|
|
2020
Q3 | $406K | Sell |
2,752
-33
| -1% | -$4.87K | 0.1% | 155 |
|
|
2020
Q2 | $393K | Buy |
2,785
+7
| +0.3% | +$988 | 0.13% | 138 |
|
|
2020
Q1 | $355K | Sell |
2,778
-30
| -1% | -$3.83K | 0.16% | 137 |
|
|
2019
Q4 | $386K | Hold |
2,808
| – | – | 0.19% | 121 |
|
|
2019
Q3 | $399K | Sell |
2,808
-15
| -0.5% | -$2.13K | 0.19% | 110 |
|
|
2019
Q2 | $3.76K | Buy |
+2,823
| New | +$3.76K | 0.15% | 117 |
|
|
2018
Q2 | – | Sell |
-3,808
| Closed | -$419K | – | 194 |
|
|
2018
Q1 | $419K | Buy |
+3,808
| New | +$419K | 0.21% | 98 |
|