Nikulski Financial’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,570
| Closed | -$203K | – | 131 |
|
|
2024
Q1 | $203K | Sell |
1,570
-300
| -16% | -$38.8K | 0.07% | 131 |
|
|
2023
Q4 | $227K | Sell |
1,870
-140
| -7% | -$17K | 0.08% | 123 |
|
|
2023
Q3 | $243K | Hold |
2,010
| – | – | 0.1% | 112 |
|
|
2023
Q2 | $278K | Hold |
2,010
| – | – | 0.11% | 106 |
|
|
2023
Q1 | $270K | Hold |
2,010
| – | – | 0.12% | 109 |
|
|
2022
Q4 | $273K | Hold |
2,010
| – | – | 0.13% | 105 |
|
|
2022
Q3 | $226K | Hold |
2,010
| – | – | 0.12% | 112 |
|
|
2022
Q2 | $272K | Hold |
2,010
| – | – | 0.14% | 109 |
|
|
2022
Q1 | $248K | Hold |
2,010
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $287K | Sell |
2,010
-300
| -13% | -$42.8K | 0.12% | 106 |
|
|
2021
Q3 | $306K | Hold |
2,310
| – | – | 0.14% | 102 |
|
|
2021
Q2 | $313K | Hold |
2,310
| – | – | 0.15% | 105 |
|
|
2021
Q1 | $321K | Hold |
2,310
| – | – | 0.16% | 98 |
|
|
2020
Q4 | $311K | Buy |
2,310
+100
| +5% | +$13.5K | 0.17% | 96 |
|
|
2020
Q3 | $326K | Buy |
2,210
+100
| +5% | +$14.8K | 0.21% | 84 |
|
|
2020
Q2 | $298K | Hold |
2,110
| – | – | 0.21% | 85 |
|
|
2020
Q1 | $270K | Buy |
2,110
+70
| +3% | +$8.96K | 0.24% | 76 |
|
|
2019
Q4 | $292K | Hold |
2,040
| – | – | 0.21% | 71 |
|
|
2019
Q3 | $281K | Buy |
2,040
+70
| +4% | +$9.64K | 0.23% | 69 |
|
|
2019
Q2 | $272K | Buy |
1,970
+150
| +8% | +$20.7K | 0.23% | 68 |
|
|
2019
Q1 | $225K | Sell |
1,820
-87
| -5% | -$10.8K | 0.22% | 72 |
|
|
2018
Q4 | $217K | Sell |
1,907
-151
| -7% | -$17.2K | 0.23% | 68 |
|
|
2018
Q3 | $215K | Buy |
+2,058
| New | +$215K | 0.2% | 75 |
|