PJSIMP
P.J. Schmidt Investment Management (PJS)’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,275
| Closed | -$309K | – | 179 |
|
2022
Q4 | $309K | Sell |
2,275
-600
| -21% | -$81.5K | 0.07% | 134 |
|
2022
Q3 | $328K | Hold |
2,875
| – | – | 0.08% | 128 |
|
2022
Q2 | $386K | Hold |
2,875
| – | – | 0.08% | 122 |
|
2022
Q1 | $399K | Sell |
2,875
-32
| -1% | -$4.44K | 0.09% | 126 |
|
2021
Q4 | $400K | Hold |
2,907
| – | – | 0.08% | 134 |
|
2021
Q3 | $387K | Buy |
2,907
+32
| +1% | +$4.26K | 0.08% | 131 |
|
2021
Q2 | $390K | Sell |
2,875
-200
| -7% | -$27.1K | 0.08% | 129 |
|
2021
Q1 | $408K | Sell |
3,075
-50
| -2% | -$6.63K | 0.09% | 127 |
|
2020
Q4 | $413K | Hold |
3,125
| – | – | 0.09% | 118 |
|
2020
Q3 | $421K | Hold |
3,125
| – | – | 0.1% | 107 |
|
2020
Q2 | $442K | Hold |
3,125
| – | – | 0.13% | 85 |
|
2020
Q1 | $400K | Hold |
3,125
| – | – | 0.14% | 89 |
|
2019
Q4 | $430K | Hold |
3,125
| – | – | 0.12% | 103 |
|
2019
Q3 | $444K | Sell |
3,125
-454
| -13% | -$64.5K | 0.13% | 101 |
|
2019
Q2 | $477K | Hold |
3,579
| – | – | 0.14% | 93 |
|
2019
Q1 | $443K | Buy |
3,579
+50
| +1% | +$6.19K | 0.13% | 97 |
|
2018
Q4 | $402K | Buy |
3,529
+5
| +0.1% | +$570 | 0.13% | 99 |
|
2018
Q3 | $400K | Sell |
3,524
-175
| -5% | -$19.9K | 0.11% | 104 |
|
2018
Q2 | $390K | Sell |
3,699
-400
| -10% | -$42.2K | 0.11% | 101 |
|
2018
Q1 | $451K | Sell |
4,099
-430
| -9% | -$47.3K | 0.13% | 95 |
|
2017
Q4 | $546K | Hold |
4,529
| – | – | 0.15% | 90 |
|
2017
Q3 | $533K | Sell |
4,529
-250
| -5% | -$29.4K | 0.16% | 90 |
|
2017
Q2 | $617K | Sell |
4,779
-35
| -0.7% | -$4.52K | 0.19% | 88 |
|
2017
Q1 | $634K | Sell |
4,814
-900
| -16% | -$119K | 0.22% | 85 |
|
2016
Q4 | $652K | Hold |
5,714
| – | – | 0.24% | 83 |
|
2016
Q3 | $721K | Sell |
5,714
-730
| -11% | -$92.1K | 0.27% | 83 |
|
2016
Q2 | $886K | Hold |
6,444
| – | – | 0.33% | 76 |
|
2016
Q1 | $867K | Sell |
6,444
-450
| -7% | -$60.5K | 0.34% | 78 |
|
2015
Q4 | $878K | Sell |
6,894
-155
| -2% | -$19.7K | 0.35% | 78 |
|
2015
Q3 | $769K | Sell |
7,049
-530
| -7% | -$57.8K | 0.33% | 87 |
|
2015
Q2 | $803K | Sell |
7,579
-550
| -7% | -$58.3K | 0.31% | 90 |
|
2015
Q1 | $871K | Buy |
8,129
+410
| +5% | +$43.9K | 0.34% | 85 |
|
2014
Q4 | $892K | Sell |
7,719
-29
| -0.4% | -$3.35K | 0.35% | 76 |
|
2014
Q3 | $833K | Buy |
7,748
+200
| +3% | +$21.5K | 0.34% | 78 |
|
2014
Q2 | $839K | Sell |
7,548
-164
| -2% | -$18.2K | 0.33% | 82 |
|
2014
Q1 | $850K | Buy |
7,712
+53
| +0.7% | +$5.84K | 0.34% | 77 |
|
2013
Q4 | $800K | Hold |
7,659
| – | – | 0.34% | 72 |
|
2013
Q3 | $722K | Sell |
7,659
-250
| -3% | -$23.6K | 0.33% | 71 |
|
2013
Q2 | $768K | Buy |
+7,909
| New | +$768K | 0.37% | 64 |
|