NAM
Needelman Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12,083
| Closed | -$1.27M | – | 21 |
|
|
2018
Q2 | $1.27M | Hold |
12,083
| – | – | 2.77% | 20 |
|
|
2018
Q1 | $1.33M | Buy |
12,083
+4,510
| +60% | +$497K | 2.87% | 18 |
|
|
2017
Q4 | $914K | Hold |
7,573
| – | – | 2.28% | 27 |
|
|
2017
Q3 | $891K | Hold |
7,573
| – | – | 2.19% | 26 |
|
|
2017
Q2 | $978K | Sell |
7,573
-40
| -0.5% | -$5.17K | 2.52% | 21 |
|
|
2017
Q1 | $1M | Sell |
7,613
-50
| -0.7% | -$6.58K | 2.68% | 20 |
|
|
2016
Q4 | $875K | Sell |
7,663
-50
| -0.6% | -$5.71K | 2.42% | 24 |
|
|
2016
Q3 | $973K | Sell |
7,713
-10
| -0.1% | -$1.26K | 2.92% | 15 |
|
|
2016
Q2 | $1.06M | Sell |
7,723
-15
| -0.2% | -$2.06K | 3.03% | 14 |
|
|
2016
Q1 | $1.04M | Buy |
7,738
+245
| +3% | +$33K | 3.05% | 11 |
|
|
2015
Q4 | $954K | Sell |
7,493
-25
| -0.3% | -$3.18K | 2.9% | 15 |
|
|
2015
Q3 | $820K | Hold |
7,518
| – | – | 2.69% | 17 |
|
|
2015
Q2 | $797K | Sell |
7,518
-180
| -2% | -$19.1K | 2.52% | 17 |
|
|
2015
Q1 | $825K | Buy |
7,698
+20
| +0.3% | +$2.14K | 2.5% | 19 |
|
|
2014
Q4 | $887K | Hold |
7,678
| – | – | 2.72% | 18 |
|
|
2014
Q3 | $826K | Hold |
7,678
| – | – | 2.65% | 19 |
|
|
2014
Q2 | $854K | Hold |
7,678
| – | – | 2.7% | 20 |
|
|
2014
Q1 | $846K | Sell |
7,678
-295
| -4% | -$32.5K | 2.75% | 20 |
|
|
2013
Q4 | $833K | Hold |
7,973
| – | – | 2.75% | 20 |
|
|
2013
Q3 | $751K | Hold |
7,973
| – | – | 2.69% | 20 |
|
|
2013
Q2 | $774K | Buy |
+7,973
| New | +$774K | 2.83% | 15 |
|