Pacific Wealth Strategies Group’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,676
Closed -$1.19M 58
2022
Q1
$1.19M Sell
9,676
-186
-2% -$22.9K 0.5% 41
2021
Q4
$1.41M Sell
9,862
-328
-3% -$46.9K 0.49% 45
2021
Q3
$1.35M Buy
10,190
+281
+3% +$37.2K 0.5% 46
2021
Q2
$1.33M Sell
9,909
-130
-1% -$17.4K 0.51% 45
2021
Q1
$1.4M Sell
10,039
-360
-3% -$50.1K 0.59% 45
2020
Q4
$1.37M Buy
10,399
+15
+0.1% +$1.98K 0.59% 45
2020
Q3
$1.53M Sell
10,384
-174
-2% -$25.7K 0.81% 37
2020
Q2
$1.49M Buy
10,558
+75
+0.7% +$10.6K 0.83% 38
2020
Q1
$1.34M Buy
10,483
+322
+3% +$41.2K 0.91% 39
2019
Q4
$1.4M Buy
10,161
+191
+2% +$26.3K 0.77% 45
2019
Q3
$1.42M Sell
9,970
-37
-0.4% -$5.26K 0.87% 42
2019
Q2
$1.33M Hold
10,007
0.84% 46
2019
Q1
$1.24M Sell
10,007
-6
-0.1% -$743 0.8% 48
2018
Q4
$1.14M Sell
10,013
-179
-2% -$20.4K 0.82% 46
2018
Q3
$1.16M Sell
10,192
-246
-2% -$28K 0.74% 49
2018
Q2
$1.1M Sell
10,438
-3,790
-27% -$399K 0.76% 46
2018
Q1
$1.57M Buy
14,228
+138
+1% +$15.2K 1.12% 34
2017
Q4
$1.7M Buy
14,090
+557
+4% +$67.2K 1.21% 30
2017
Q3
$1.59M Sell
13,533
-193
-1% -$22.7K 1.26% 28
2017
Q2
$1.77M Sell
13,726
-510
-4% -$65.8K 1.51% 25
2017
Q1
$1.87M Sell
14,236
-1,875
-12% -$247K 1.63% 22
2016
Q4
$1.84M Buy
+16,111
New +$1.84M 1.81% 17