MinichMacGregor Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-392
| Closed | -$53.2K | – | 377 |
|
|
2022
Q4 | $53.2K | Buy |
+392
| New | +$53.2K | 0.02% | 174 |
|
|
2018
Q4 | – | Sell |
-141
| Closed | -$16K | – | 312 |
|
|
2018
Q3 | $16K | Sell |
141
-85
| -38% | -$9.65K | 0.01% | 250 |
|
|
2018
Q2 | $23K | Sell |
226
-23
| -9% | -$2.34K | 0.02% | 193 |
|
|
2018
Q1 | $27K | Buy |
249
+1
| +0.4% | +$108 | 0.02% | 169 |
|
|
2017
Q4 | $29K | Buy |
248
+1
| +0.4% | +$117 | 0.02% | 156 |
|
|
2017
Q3 | $29K | Hold |
247
| – | – | 0.02% | 148 |
|
|
2017
Q2 | $31K | Buy |
247
+24
| +11% | +$3.01K | 0.03% | 136 |
|
|
2017
Q1 | $29K | Hold |
223
| – | – | 0.03% | 139 |
|
|
2016
Q4 | $25K | Buy |
223
+1
| +0.5% | +$112 | 0.02% | 150 |
|
|
2016
Q3 | $28K | Buy |
222
+1
| +0.5% | +$126 | 0.03% | 156 |
|
|
2016
Q2 | $30K | Buy |
221
+1
| +0.5% | +$136 | 0.03% | 143 |
|
|
2016
Q1 | $29K | Buy |
220
+11
| +5% | +$1.45K | 0.03% | 143 |
|
|
2015
Q4 | $22K | Buy |
+209
| New | +$22K | 0.02% | 160 |
|