Pettee Investors’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,563
Closed -$311K 119
2023
Q4
$311K Hold
2,563
0.14% 103
2023
Q3
$310K Hold
2,563
0.15% 99
2023
Q2
$354K Hold
2,563
0.16% 99
2023
Q1
$344K Hold
2,563
0.16% 99
2022
Q4
$348K Hold
2,563
0.17% 97
2022
Q3
$288K Sell
2,563
-275
-10% -$30.9K 0.15% 101
2022
Q2
$384K Sell
2,838
-104
-4% -$14.1K 0.19% 97
2022
Q1
$362K Hold
2,942
0.16% 101
2021
Q4
$420K Hold
2,942
0.18% 100
2021
Q3
$389K Sell
2,942
-50
-2% -$6.61K 0.18% 98
2021
Q2
$400K Sell
2,992
-50
-2% -$6.68K 0.19% 98
2021
Q1
$423K Hold
3,042
0.2% 97
2020
Q4
$410K Buy
3,042
+100
+3% +$13.5K 0.22% 92
2020
Q3
$434K Hold
2,942
0.25% 84
2020
Q2
$416K Hold
2,942
0.26% 83
2020
Q1
$376K Hold
2,942
0.27% 85
2019
Q4
$405K Hold
2,942
0.23% 94
2019
Q3
$418K Sell
2,942
-94
-3% -$13.4K 0.26% 89
2019
Q2
$405K Sell
3,036
-1,627
-35% -$217K 0.26% 94
2019
Q1
$578K Hold
4,663
0.36% 79
2018
Q4
$531K Hold
4,663
0.38% 77
2018
Q3
$530K Hold
4,663
0.31% 89
2018
Q2
$491K Hold
4,663
0.31% 89
2018
Q1
$514K Hold
4,663
0.32% 87
2017
Q4
$563K Hold
4,663
0.34% 84
2017
Q3
$549K Hold
4,663
0.35% 85
2017
Q2
$602K Hold
4,663
0.53% 42
2017
Q1
$614K Hold
4,663
0.55% 41
2016
Q4
$532K Hold
4,663
0.51% 42
2016
Q3
$588K Hold
4,663
0.57% 41
2016
Q2
$641K Sell
4,663
-500
-10% -$68.7K 0.62% 39
2016
Q1
$694K Hold
5,163
0.72% 35
2015
Q4
$658K Hold
5,163
0.63% 39
2015
Q3
$563K Hold
5,163
0.59% 39
2015
Q2
$547K Hold
5,163
0.53% 39
2015
Q1
$553K Hold
5,163
0.54% 39
2014
Q4
$597K Sell
5,163
-222
-4% -$25.7K 0.57% 39
2014
Q3
$556K Hold
5,385
0.55% 39
2014
Q2
$575K Hold
5,385
0.52% 39
2014
Q1
$569K Hold
5,385
0.53% 38
2013
Q4
$539K Buy
+5,385
New +$539K 0.51% 39