Montecito Bank & Trust’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $384K | Sell |
2,700
-72
| -3% | -$10.2K | 0.07% | 228 |
|
|
2024
Q4 | $363K | Sell |
2,772
-113
| -4% | -$14.8K | 0.06% | 229 |
|
|
2024
Q3 | $410K | Sell |
2,885
-770
| -21% | -$110K | 0.07% | 224 |
|
|
2024
Q2 | $505K | Sell |
3,655
-697
| -16% | -$96.3K | 0.1% | 178 |
|
|
2024
Q1 | $563K | Sell |
4,352
-316
| -7% | -$40.9K | 0.11% | 167 |
|
|
2023
Q4 | $567K | Sell |
4,668
-165
| -3% | -$20K | 0.12% | 162 |
|
|
2023
Q3 | $584K | Sell |
4,833
-17
| -0.4% | -$2.05K | 0.14% | 154 |
|
|
2023
Q2 | $670K | Sell |
4,850
-583
| -11% | -$80.5K | 0.15% | 147 |
|
|
2023
Q1 | $729K | Sell |
5,433
-270
| -5% | -$36.2K | 0.17% | 138 |
|
|
2022
Q4 | $774K | Sell |
5,703
-45
| -0.8% | -$6.11K | 0.19% | 133 |
|
|
2022
Q3 | $647K | Buy |
5,748
+433
| +8% | +$48.7K | 0.17% | 135 |
|
|
2022
Q2 | $719K | Sell |
5,315
-746
| -12% | -$101K | 0.17% | 142 |
|
|
2022
Q1 | $746K | Sell |
6,061
-166
| -3% | -$20.4K | 0.14% | 149 |
|
|
2021
Q4 | $890K | Sell |
6,227
-2,084
| -25% | -$298K | 0.16% | 132 |
|
|
2021
Q3 | $1.1M | Sell |
8,311
-2
| -0% | -$265 | 0.21% | 109 |
|
|
2021
Q2 | $1.11M | Sell |
8,313
-460
| -5% | -$61.5K | 0.21% | 106 |
|
|
2021
Q1 | $1.22M | Sell |
8,773
-1,825
| -17% | -$254K | 0.25% | 90 |
|
|
2020
Q4 | $1.43M | Sell |
10,598
-9,450
| -47% | -$1.27M | 0.31% | 76 |
|
|
2020
Q3 | $2.96M | Buy |
20,048
+1,500
| +8% | +$222K | 0.75% | 35 |
|
|
2020
Q2 | $2.62M | Sell |
18,548
-50
| -0.3% | -$7.07K | 0.72% | 37 |
|
|
2020
Q1 | $2.38M | Buy |
18,598
+4,258
| +30% | +$544K | 0.78% | 32 |
|
|
2019
Q4 | $1.97M | Sell |
14,340
-807
| -5% | -$111K | 0.53% | 45 |
|
|
2019
Q3 | $2.15M | Buy |
15,147
+9,800
| +183% | +$1.39M | 0.64% | 37 |
|
|
2019
Q2 | $713K | Hold |
5,347
| – | – | 0.22% | 102 |
|
|
2019
Q1 | $662K | Buy |
5,347
+410
| +8% | +$50.8K | 0.2% | 105 |
|
|
2018
Q4 | $562K | Buy |
4,937
+45
| +0.9% | +$5.12K | 0.19% | 108 |
|
|
2018
Q3 | $556K | Buy |
4,892
+458
| +10% | +$52.1K | 0.17% | 125 |
|
|
2018
Q2 | $467K | Hold |
4,434
| – | – | 0.15% | 121 |
|
|
2018
Q1 | $488K | Hold |
4,434
| – | – | 0.16% | 114 |
|
|
2017
Q4 | $535K | Hold |
4,434
| – | – | 0.17% | 104 |
|
|
2017
Q3 | $522K | Sell |
4,434
-400
| -8% | -$47.1K | 0.18% | 100 |
|
|
2017
Q2 | $624K | Buy |
4,834
+958
| +25% | +$124K | 0.22% | 81 |
|
|
2017
Q1 | $510K | Hold |
3,876
| – | – | 0.19% | 102 |
|
|
2016
Q4 | $442K | Hold |
3,876
| – | – | 0.15% | 109 |
|
|
2016
Q3 | $489K | Buy |
3,876
+110
| +3% | +$13.9K | 0.2% | 100 |
|
|
2016
Q2 | $518K | Buy |
3,766
+150
| +4% | +$20.6K | 0.22% | 93 |
|
|
2016
Q1 | $486K | Hold |
3,616
| – | – | 0.22% | 84 |
|
|
2015
Q4 | $460K | Buy |
3,616
+1,666
| +85% | +$212K | 0.22% | 90 |
|
|
2015
Q3 | $213K | Sell |
1,950
-400
| -17% | -$43.7K | 0.12% | 145 |
|
|
2015
Q2 | $252K | Hold |
2,350
| – | – | 0.13% | 140 |
|
|
2015
Q1 | $252K | Hold |
2,350
| – | – | 0.13% | 140 |
|
|
2014
Q4 | $272K | Sell |
2,350
-101
| -4% | -$11.7K | 0.14% | 131 |
|
|
2014
Q3 | $253K | Buy |
2,451
+417
| +21% | +$43K | 0.15% | 126 |
|
|
2014
Q2 | $217K | Buy |
+2,034
| New | +$217K | 0.13% | 133 |
|