Nichols & Pratt Advisers’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,050
| Closed | -$241K | – | 111 |
|
|
2017
Q3 | $241K | Hold |
2,050
| – | – | 0.02% | 98 |
|
|
2017
Q2 | $265K | Hold |
2,050
| – | – | 0.02% | 96 |
|
|
2017
Q1 | $270K | Hold |
2,050
| – | – | 0.02% | 94 |
|
|
2016
Q4 | $234K | Sell |
2,050
-600
| -23% | -$68.5K | 0.02% | 96 |
|
|
2016
Q3 | $334K | Sell |
2,650
-100
| -4% | -$12.6K | 0.03% | 91 |
|
|
2016
Q2 | $378K | Hold |
2,750
| – | – | 0.03% | 94 |
|
|
2016
Q1 | $370K | Hold |
2,750
| – | – | 0.03% | 95 |
|
|
2015
Q4 | $350K | Sell |
2,750
-100
| -4% | -$12.7K | 0.03% | 99 |
|
|
2015
Q3 | $311K | Hold |
2,850
| – | – | 0.03% | 103 |
|
|
2015
Q2 | $302K | Sell |
2,850
-8,100
| -74% | -$858K | 0.03% | 102 |
|
|
2015
Q1 | $1.17M | Hold |
10,950
| – | – | 0.11% | 68 |
|
|
2014
Q4 | $1.27M | Sell |
10,950
-471
| -4% | -$54.4K | 0.11% | 68 |
|
|
2014
Q3 | $1.18M | Hold |
11,421
| – | – | 0.1% | 70 |
|
|
2014
Q2 | $1.22M | Hold |
11,421
| – | – | 0.11% | 71 |
|
|
2014
Q1 | $1.21M | Buy |
11,421
+8,448
| +284% | +$893K | 0.11% | 67 |
|
|
2013
Q4 | $297K | Sell |
2,973
-125
| -4% | -$12.5K | 0.03% | 82 |
|
|
2013
Q3 | $280K | Buy |
3,098
+125
| +4% | +$11.3K | 0.03% | 81 |
|
|
2013
Q2 | $277K | Buy |
+2,973
| New | +$277K | 0.03% | 80 |
|