Monterey Private Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,525
| Closed | -$307K | – | 117 |
|
|
2023
Q4 | $307K | Sell |
2,525
-28
| -1% | -$3.4K | 0.14% | 77 |
|
|
2023
Q3 | $309K | Buy |
2,553
+2
| +0.1% | +$242 | 0.16% | 66 |
|
|
2023
Q2 | $352K | Buy |
2,551
+3
| +0.1% | +$414 | 0.17% | 62 |
|
|
2023
Q1 | $342K | Buy |
2,548
+3
| +0.1% | +$403 | 0.18% | 66 |
|
|
2022
Q4 | $346K | Sell |
2,545
-14
| -0.5% | -$1.9K | 0.19% | 64 |
|
|
2022
Q3 | $294K | Sell |
2,559
-165
| -6% | -$19K | 0.18% | 72 |
|
|
2022
Q2 | $368K | Buy |
2,724
+187
| +7% | +$25.3K | 0.21% | 60 |
|
|
2022
Q1 | $314K | Buy |
2,537
+2
| +0.1% | +$248 | 0.15% | 80 |
|
|
2021
Q4 | $362K | Hold |
2,535
| – | – | 0.18% | 70 |
|
|
2021
Q3 | $334K | Buy |
2,535
+5
| +0.2% | +$659 | 0.19% | 68 |
|
|
2021
Q2 | $338K | Sell |
2,530
-230
| -8% | -$30.7K | 0.19% | 66 |
|
|
2021
Q1 | $360K | Buy |
2,760
+11
| +0.4% | +$1.44K | 0.2% | 56 |
|
|
2020
Q4 | $371K | Buy |
2,749
+2
| +0.1% | +$270 | 0.21% | 55 |
|
|
2020
Q3 | $406K | Buy |
2,747
+372
| +16% | +$55K | 0.26% | 50 |
|
|
2020
Q2 | $336K | Buy |
2,375
+3
| +0.1% | +$424 | 0.24% | 51 |
|
|
2020
Q1 | $303K | Sell |
2,372
-22
| -0.9% | -$2.81K | 0.26% | 47 |
|
|
2019
Q4 | $329K | Buy |
+2,394
| New | +$329K | 0.26% | 51 |
|