Omnia Family Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,419
| Closed | -$204K | – | 74 |
|
|
2021
Q4 | $204K | Buy |
+1,419
| New | +$204K | 0.12% | 74 |
|
|
2020
Q4 | – | Sell |
-1,419
| Closed | -$211K | – | 75 |
|
|
2020
Q3 | $211K | Hold |
1,419
| – | – | 0.2% | 65 |
|
|
2020
Q2 | $202K | Buy |
+1,419
| New | +$202K | 0.2% | 68 |
|
|
2019
Q4 | – | Sell |
-1,419
| Closed | -$203K | – | 97 |
|
|
2019
Q3 | $203K | Buy |
+1,419
| New | +$203K | 0.15% | 85 |
|
|
2019
Q2 | – | Sell |
-1,419
| Closed | -$177K | – | 323 |
|
|
2019
Q1 | $177K | Hold |
1,419
| – | – | 0.09% | 100 |
|
|
2018
Q4 | $163K | Hold |
1,419
| – | – | 0.09% | 96 |
|
|
2018
Q3 | $163K | Sell |
1,419
-74
| -5% | -$8.5K | 0.07% | 97 |
|
|
2018
Q2 | $159K | Sell |
1,493
-21
| -1% | -$2.24K | 0.07% | 96 |
|
|
2018
Q1 | $168K | Sell |
1,514
-262
| -15% | -$29.1K | 0.08% | 94 |
|
|
2017
Q4 | $216K | Buy |
1,776
+97
| +6% | +$11.8K | 0.1% | 84 |
|
|
2017
Q3 | $199K | Hold |
1,679
| – | – | 0.1% | 86 |
|
|
2017
Q2 | $218K | Buy |
1,679
+28
| +2% | +$3.64K | 0.1% | 82 |
|
|
2017
Q1 | $219K | Buy |
1,651
+137
| +9% | +$18.2K | 0.11% | 82 |
|
|
2016
Q4 | $174K | Buy |
+1,514
| New | +$174K | 0.09% | 92 |
|