Physicians Financial Services’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$242K | – | 107 |
|
|
2024
Q3 | $242K | Sell |
1,700
-25
| -1% | -$3.56K | 0.08% | 101 |
|
|
2024
Q2 | $238K | Buy |
1,725
+50
| +3% | +$6.9K | 0.08% | 99 |
|
|
2024
Q1 | $217K | Hold |
1,675
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $204K | Sell |
1,675
-267
| -14% | -$32.5K | 0.08% | 102 |
|
|
2023
Q3 | $235K | Hold |
1,942
| – | – | 0.1% | 102 |
|
|
2023
Q2 | $268K | Hold |
1,942
| – | – | 0.11% | 101 |
|
|
2023
Q1 | $261K | Hold |
1,942
| – | – | 0.11% | 102 |
|
|
2022
Q4 | $264K | Sell |
1,942
-213
| -10% | -$29K | 0.12% | 103 |
|
|
2022
Q3 | $243K | Sell |
2,155
-335
| -13% | -$37.8K | 0.12% | 101 |
|
|
2022
Q2 | $337K | Buy |
2,490
+185
| +8% | +$25K | 0.15% | 90 |
|
|
2022
Q1 | $284K | Sell |
2,305
-50
| -2% | -$6.16K | 0.11% | 103 |
|
|
2021
Q4 | $337K | Sell |
2,355
-440
| -16% | -$63K | 0.12% | 99 |
|
|
2021
Q3 | $370K | Sell |
2,795
-100
| -3% | -$13.2K | 0.15% | 94 |
|
|
2021
Q2 | $387K | Sell |
2,895
-559
| -16% | -$74.7K | 0.16% | 91 |
|
|
2021
Q1 | $480K | Buy |
3,454
+710
| +26% | +$98.7K | 0.21% | 81 |
|
|
2020
Q4 | $370K | Sell |
2,744
-499
| -15% | -$67.3K | 0.18% | 83 |
|
|
2020
Q3 | $479K | Hold |
3,243
| – | – | 0.24% | 73 |
|
|
2020
Q2 | $458K | Buy |
3,243
+150
| +5% | +$21.2K | 0.25% | 72 |
|
|
2020
Q1 | $396K | Sell |
3,093
-200
| -6% | -$25.6K | 0.27% | 75 |
|
|
2019
Q4 | $453K | Hold |
3,293
| – | – | 0.25% | 80 |
|
|
2019
Q3 | $468K | Buy |
3,293
+1
| +0% | +$142 | 0.27% | 78 |
|
|
2019
Q2 | $439K | Sell |
3,292
-160
| -5% | -$21.3K | 0.26% | 80 |
|
|
2019
Q1 | $428K | Hold |
3,452
| – | – | 0.27% | 85 |
|
|
2018
Q4 | $393K | Buy |
3,452
+382
| +12% | +$43.5K | 0.29% | 80 |
|
|
2018
Q3 | $349K | Hold |
3,070
| – | – | 0.24% | 84 |
|
|
2018
Q2 | $323K | Buy |
3,070
+10
| +0.3% | +$1.05K | 0.24% | 86 |
|
|
2018
Q1 | $335K | Buy |
+3,060
| New | +$335K | 0.27% | 86 |
|
|
2017
Q1 | – | Sell |
-361
| Closed | -$47K | – | 197 |
|
|
2016
Q4 | $47K | Hold |
361
| – | – | 0.04% | 165 |
|
|
2016
Q3 | $45K | Hold |
361
| – | – | 0.04% | 163 |
|
|
2016
Q2 | $50K | Buy |
361
+115
| +47% | +$15.9K | 0.04% | 157 |
|
|
2016
Q1 | $33K | Buy |
246
+81
| +49% | +$10.9K | 0.03% | 172 |
|
|
2015
Q4 | $21K | Buy |
+165
| New | +$21K | 0.02% | 206 |
|