Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,530
| Closed | -$219K | – | 221 |
|
|
2024
Q3 | $219K | Buy |
1,530
+8
| +0.5% | +$1.15K | 0.01% | 202 |
|
|
2024
Q2 | $212K | Buy |
+1,522
| New | +$212K | 0.01% | 195 |
|
|
2022
Q4 | – | Sell |
-2,275
| Closed | -$258K | – | 218 |
|
|
2022
Q3 | $258K | Buy |
+2,275
| New | +$258K | 0.02% | 142 |
|
|
2019
Q3 | – | Sell |
-1,593
| Closed | -$2.16K | – | 185 |
|
|
2019
Q2 | $2.16K | Buy |
+1,593
| New | +$2.16K | 0.04% | 172 |
|
|
2018
Q4 | – | Sell |
-1,616
| Closed | -$184K | – | 196 |
|
|
2018
Q3 | $184K | Buy |
+1,616
| New | +$184K | 0.04% | 168 |
|
|
2018
Q1 | – | Sell |
-1,884
| Closed | -$227K | – | 200 |
|
|
2017
Q4 | $227K | Buy |
+1,884
| New | +$227K | 0.06% | 153 |
|