Pathstone Family Office’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.44M | Buy |
28,218
+13,688
| +94% | +$1.67M | 0.03% | 347 |
|
|
2023
Q2 | $2.1M | Buy |
14,530
+1,203
| +9% | +$174K | 0.03% | 310 |
|
|
2023
Q1 | $1.83M | Sell |
13,327
-10,789
| -45% | -$1.48M | 0.03% | 300 |
|
|
2022
Q4 | $2.97M | Buy |
24,116
+1,956
| +9% | +$241K | 0.03% | 395 |
|
|
2022
Q3 | $2.56M | Buy |
22,160
+16,519
| +293% | +$1.91M | 0.02% | 358 |
|
|
2022
Q2 | $765K | Sell |
5,641
-619
| -10% | -$83.9K | 0.02% | 420 |
|
|
2022
Q1 | $806K | Buy |
6,260
+1,683
| +37% | +$217K | 0.02% | 389 |
|
|
2021
Q4 | $656K | Sell |
4,577
-464
| -9% | -$66.5K | 0.02% | 451 |
|
|
2021
Q3 | $671K | Buy |
5,041
+713
| +16% | +$94.9K | 0.02% | 411 |
|
|
2021
Q2 | $582K | Buy |
4,328
+1,086
| +33% | +$146K | 0.02% | 411 |
|
|
2021
Q1 | $454K | Buy |
3,242
+2,802
| +637% | +$392K | 0.02% | 358 |
|
|
2020
Q4 | $59K | Buy |
440
+40
| +10% | +$5.36K | ﹤0.01% | 479 |
|
|
2020
Q3 | $60K | Hold |
400
| – | – | 0.01% | 336 |
|
|
2020
Q2 | $56K | Hold |
400
| – | – | 0.01% | 303 |
|
|
2020
Q1 | $52K | Sell |
400
-5
| -1% | -$650 | 0.01% | 301 |
|
|
2019
Q4 | $556K | Buy |
405
+9
| +2% | +$12.4K | 0.01% | 278 |
|
|
2019
Q3 | $56K | Sell |
396
-3,200
| -89% | -$453K | 0.01% | 254 |
|
|
2019
Q2 | $480K | Sell |
3,596
-48
| -1% | -$6.41K | 0.06% | 134 |
|
|
2019
Q1 | $452K | Buy |
3,644
+3,554
| +3,949% | +$441K | 0.06% | 119 |
|
|
2018
Q4 | $10K | Buy |
+90
| New | +$10K | ﹤0.01% | 324 |
|
|
2017
Q3 | – | Sell |
-2,075
| Closed | -$268K | – | 260 |
|
|
2017
Q2 | $268K | Sell |
2,075
-14
| -0.7% | -$1.81K | 0.11% | 79 |
|
|
2017
Q1 | $275K | Buy |
2,089
+14
| +0.7% | +$1.84K | 0.15% | 74 |
|
|
2016
Q4 | $237K | Buy |
+2,075
| New | +$237K | 0.15% | 81 |
|
|
2014
Q4 | – | Sell |
-201
| Closed | -$21K | – | 178 |
|
|
2014
Q3 | $21K | Buy |
+201
| New | +$21K | 0.07% | 125 |
|
|
2014
Q2 | – | Sell |
-657
| Closed | -$69K | – | 162 |
|
|
2014
Q1 | $69K | Hold |
657
| – | – | 0.18% | 28 |
|
|
2013
Q4 | $66K | Hold |
657
| – | – | 0.14% | 34 |
|
|
2013
Q3 | $59K | Hold |
657
| – | – | 0.26% | 64 |
|
|
2013
Q2 | $61K | Buy |
+657
| New | +$61K | 0.07% | 83 |
|