Meristem Family Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $376K | Buy |
3,049
+1,211
| +66% | +$149K | 0.04% | 230 |
|
|
2021
Q4 | $263K | Sell |
1,838
-894
| -33% | -$128K | 0.02% | 319 |
|
|
2021
Q3 | $362K | Buy |
+2,732
| New | +$362K | 0.03% | 276 |
|
|
2021
Q2 | – | Sell |
-1,502
| Closed | -$209K | – | 328 |
|
|
2021
Q1 | $209K | Hold |
1,502
| – | – | 0.04% | 229 |
|
|
2020
Q4 | $203K | Buy |
1,502
+52
| +4% | +$7.03K | 0.04% | 220 |
|
|
2020
Q3 | $214K | Sell |
1,450
-35
| -2% | -$5.17K | 0.05% | 179 |
|
|
2020
Q2 | $210K | Buy |
+1,485
| New | +$210K | 0.06% | 175 |
|
|
2019
Q4 | – | Sell |
-1,453
| Closed | -$206K | – | 207 |
|
|
2019
Q3 | $206K | Sell |
1,453
-254
| -15% | -$36K | 0.06% | 183 |
|
|
2019
Q2 | $227K | Buy |
+1,707
| New | +$227K | 0.07% | 144 |
|
|
2018
Q2 | – | Sell |
-3,715
| Closed | -$409K | – | 146 |
|
|
2018
Q1 | $409K | Sell |
3,715
-109
| -3% | -$12K | 0.15% | 81 |
|
|
2017
Q4 | $461K | Buy |
3,824
+210
| +6% | +$25.3K | 0.17% | 72 |
|
|
2017
Q3 | $425K | Hold |
3,614
| – | – | 0.17% | 71 |
|
|
2017
Q2 | $467K | Hold |
3,614
| – | – | 0.19% | 66 |
|
|
2017
Q1 | $476K | Hold |
3,614
| – | – | 0.19% | 64 |
|
|
2016
Q4 | $412K | Sell |
3,614
-120
| -3% | -$13.7K | 0.17% | 71 |
|
|
2016
Q3 | $471K | Buy |
3,734
+240
| +7% | +$30.3K | 0.2% | 65 |
|
|
2016
Q2 | $480K | Hold |
3,494
| – | – | 0.21% | 60 |
|
|
2016
Q1 | $470K | Sell |
3,494
-235
| -6% | -$31.6K | 0.21% | 64 |
|
|
2015
Q4 | $475K | Buy |
+3,729
| New | +$475K | 0.19% | 64 |
|
|
2015
Q3 | – | Sell |
-3,729
| Closed | -$395K | – | 85 |
|
|
2015
Q2 | $395K | Hold |
3,729
| – | – | 0.17% | 70 |
|
|
2015
Q1 | $399K | Hold |
3,729
| – | – | 0.17% | 73 |
|
|
2014
Q4 | $431K | Sell |
3,729
-734
| -16% | -$84.8K | 0.16% | 70 |
|
|
2014
Q3 | $460K | Sell |
4,463
-1,283
| -22% | -$132K | 0.2% | 65 |
|
|
2014
Q2 | $613K | Hold |
5,746
| – | – | 0.26% | 56 |
|
|
2014
Q1 | $607K | Sell |
5,746
-626
| -10% | -$66.1K | 0.27% | 58 |
|
|
2013
Q4 | $638K | Sell |
6,372
-834
| -12% | -$83.5K | 0.26% | 61 |
|
|
2013
Q3 | $651K | Hold |
7,206
| – | – | 0.3% | 51 |
|
|
2013
Q2 | $671K | Buy |
+7,206
| New | +$671K | 0.31% | 49 |
|