PA
Perennial Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,455
| Closed | -$207K | – | 124 |
|
|
2025
Q1 | $207K | Buy |
+1,455
| New | +$207K | 0.04% | 109 |
|
|
2024
Q2 | $240K | Sell |
1,735
-25
| -1% | -$3.46K | 0.05% | 99 |
|
|
2024
Q1 | $228K | Sell |
1,760
-40
| -2% | -$5.17K | 0.05% | 100 |
|
|
2023
Q4 | $219K | Sell |
1,800
-100
| -5% | -$12.2K | 0.05% | 106 |
|
|
2023
Q3 | $230K | Sell |
1,900
-25
| -1% | -$3.02K | 0.06% | 97 |
|
|
2023
Q2 | $266K | Sell |
1,925
-16
| -0.8% | -$2.21K | 0.07% | 97 |
|
|
2023
Q1 | $260K | Hold |
1,941
| – | – | 0.07% | 84 |
|
|
2022
Q4 | $263K | Sell |
1,941
-22
| -1% | -$2.99K | 0.08% | 76 |
|
|
2022
Q3 | $221K | Buy |
1,963
+3
| +0.2% | +$338 | 0.07% | 78 |
|
|
2022
Q2 | $265K | Buy |
1,960
+304
| +18% | +$41.1K | 0.08% | 76 |
|
|
2022
Q1 | $204K | Hold |
1,656
| – | – | 0.05% | 89 |
|
|
2021
Q4 | $237K | Buy |
+1,656
| New | +$237K | 0.06% | 78 |
|
|
2021
Q3 | – | Sell |
-156
| Closed | -$21K | – | 180 |
|
|
2021
Q2 | $21K | Hold |
156
| – | – | 0.01% | 208 |
|
|
2021
Q1 | $22K | Hold |
156
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $21K | Buy |
+156
| New | +$21K | 0.01% | 180 |
|
|
2020
Q3 | – | Sell |
-456
| Closed | -$64K | – | 140 |
|
|
2020
Q2 | $64K | Buy |
+456
| New | +$64K | 0.03% | 114 |
|
|
2019
Q1 | – | Sell |
-456
| Closed | -$52K | – | 133 |
|
|
2018
Q4 | $52K | Hold |
456
| – | – | 0.03% | 95 |
|
|
2018
Q3 | $52K | Hold |
456
| – | – | 0.03% | 103 |
|
|
2018
Q2 | $48K | Hold |
456
| – | – | 0.03% | 108 |
|
|
2018
Q1 | $50K | Buy |
456
+125
| +38% | +$13.7K | 0.03% | 104 |
|
|
2017
Q4 | $40K | Hold |
331
| – | – | 0.02% | 114 |
|
|
2017
Q3 | $39K | Hold |
331
| – | – | 0.03% | 106 |
|
|
2017
Q2 | $43K | Hold |
331
| – | – | 0.03% | 103 |
|
|
2017
Q1 | $44K | Hold |
331
| – | – | 0.03% | 97 |
|
|
2016
Q4 | $38K | Buy |
+331
| New | +$38K | 0.03% | 99 |
|