Patriot Financial Group Insurance Agency’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-352
| Closed | -$48K | – | 1240 |
|
|
2022
Q2 | $48K | Buy |
352
+16
| +5% | +$2.18K | 0.01% | 746 |
|
|
2022
Q1 | $41K | Sell |
336
-110
| -25% | -$13.4K | 0.01% | 841 |
|
|
2021
Q4 | $64K | Hold |
446
| – | – | 0.01% | 782 |
|
|
2021
Q3 | $59K | Sell |
446
-6,551
| -94% | -$867K | 0.01% | 816 |
|
|
2021
Q2 | $936K | Buy |
6,997
+857
| +14% | +$115K | 0.17% | 133 |
|
|
2021
Q1 | $854K | Sell |
6,140
-217
| -3% | -$30.2K | 0.2% | 119 |
|
|
2020
Q4 | $857K | Buy |
6,357
+405
| +7% | +$54.6K | 0.21% | 109 |
|
|
2020
Q3 | $879K | Sell |
5,952
-605
| -9% | -$89.3K | 0.29% | 75 |
|
|
2020
Q2 | $927K | Buy |
6,557
+2,416
| +58% | +$342K | 0.35% | 61 |
|
|
2020
Q1 | $530K | Buy |
4,141
+1,264
| +44% | +$162K | 0.24% | 87 |
|
|
2019
Q4 | $396K | Buy |
2,877
+107
| +4% | +$14.7K | 0.15% | 135 |
|
|
2019
Q3 | $393K | Buy |
2,770
+220
| +9% | +$31.2K | 0.18% | 114 |
|
|
2019
Q2 | $347K | Buy |
2,550
+509
| +25% | +$69.3K | 0.15% | 124 |
|
|
2019
Q1 | $253K | Buy |
2,041
+1,427
| +232% | +$177K | 0.13% | 139 |
|
|
2018
Q4 | $70K | Buy |
+614
| New | +$70K | 0.05% | 273 |
|
|
2018
Q2 | – | Sell |
-23
| Closed | -$2K | – | 777 |
|
|
2018
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 870 |
|
|
2017
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 822 |
|
|
2017
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 786 |
|
|
2017
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 776 |
|
|
2017
Q1 | $3K | Sell |
23
-14
| -38% | -$1.83K | ﹤0.01% | 710 |
|
|
2016
Q4 | $4K | Buy |
+37
| New | +$4K | 0.01% | 604 |
|