Nicola Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,562
| Closed | -$617K | – | 141 |
|
|
2022
Q2 | $617K | Hold |
4,562
| – | – | 0.06% | 120 |
|
|
2022
Q1 | $561K | Hold |
4,562
| – | – | 0.05% | 112 |
|
|
2021
Q4 | $654K | Hold |
4,562
| – | – | 0.06% | 109 |
|
|
2021
Q3 | $604K | Sell |
4,562
-3,955
| -46% | -$524K | 0.06% | 105 |
|
|
2021
Q2 | $1.14M | Sell |
8,517
-2,064
| -20% | -$276K | 0.12% | 104 |
|
|
2021
Q1 | $1.47M | Sell |
10,581
-9,733
| -48% | -$1.35M | 0.16% | 101 |
|
|
2020
Q4 | $2.74M | Sell |
20,314
-2,786
| -12% | -$375K | 0.34% | 83 |
|
|
2020
Q3 | $3.41M | Hold |
23,100
| – | – | 0.49% | 73 |
|
|
2020
Q2 | $3.27M | Hold |
23,100
| – | – | 0.45% | 74 |
|
|
2020
Q1 | $4.16M | Hold |
23,100
| – | – | 0.62% | 59 |
|
|
2019
Q4 | $4.13M | Sell |
23,100
-1,400
| -6% | -$250K | 0.62% | 68 |
|
|
2019
Q3 | $4.61M | Buy |
24,500
+400
| +2% | +$75.3K | 0.72% | 62 |
|
|
2019
Q2 | $4.21M | Sell |
24,100
-2,900
| -11% | -$506K | 0.7% | 60 |
|
|
2019
Q1 | $4.47M | Hold |
27,000
| – | – | 0.67% | 64 |
|
|
2018
Q4 | $4.2M | Sell |
27,000
-3,000
| -10% | -$467K | 0.69% | 60 |
|
|
2018
Q3 | $4.4M | Buy |
30,000
+6,300
| +27% | +$925K | 0.76% | 55 |
|
|
2018
Q2 | $3.28M | Buy |
23,700
+2,500
| +12% | +$346K | 0.64% | 58 |
|
|
2018
Q1 | $2.34M | Buy |
+21,200
| New | +$2.34M | 0.47% | 81 |
|