Peachtree Investment Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,665
| Closed | -$219K | – | 83 |
|
|
2017
Q1 | $219K | Buy |
+1,665
| New | +$219K | 0.2% | 80 |
|
|
2016
Q4 | – | Sell |
-1,865
| Closed | -$235K | – | 92 |
|
|
2016
Q3 | $235K | Hold |
1,865
| – | – | 0.23% | 80 |
|
|
2016
Q2 | $256K | Hold |
1,865
| – | – | 0.26% | 82 |
|
|
2016
Q1 | $251K | Hold |
1,865
| – | – | 0.25% | 83 |
|
|
2015
Q4 | $237K | Hold |
1,865
| – | – | 0.25% | 86 |
|
|
2015
Q3 | $203K | Hold |
1,865
| – | – | 0.21% | 101 |
|
|
2015
Q2 | $198K | Hold |
1,865
| – | – | 0.15% | 125 |
|
|
2015
Q1 | $200K | Sell |
1,865
-400
| -18% | -$42.9K | 0.14% | 132 |
|
|
2014
Q4 | $262K | Sell |
2,265
-97
| -4% | -$11.2K | 0.18% | 124 |
|
|
2014
Q3 | $244K | Buy |
2,362
+108
| +5% | +$11.2K | 0.16% | 125 |
|
|
2014
Q2 | $240K | Buy |
+2,254
| New | +$240K | 0.16% | 121 |
|