Pinion 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
2023
Q3
Sell
-2,978
Closed -$411K 162
2023
Q2
$411K Sell
2,978
-624
-17% -$86.2K 0.28% 94
2023
Q1
$483K Buy
3,602
+472
+15% +$63.3K 0.45% 60
2022
Q4
$425K Buy
3,130
+431
+16% +$58.5K 0.4% 66
2022
Q3
$304K Buy
2,699
+682
+34% +$76.8K 0.27% 114
2022
Q2
$273K Buy
+2,017
New +$273K 0.23% 132
2021
Q2
Sell
-2,593
Closed -$361K 150
2021
Q1
$361K Buy
2,593
+68
+3% +$9.47K 0.33% 110
2020
Q4
$340K Sell
2,525
-360
-12% -$48.5K 0.36% 96
2020
Q3
$408K Hold
2,885
0.62% 66
2020
Q2
$408K Buy
2,885
+279
+11% +$39.5K 0.62% 66
2020
Q1
$333K Buy
2,606
+516
+25% +$65.9K 0.72% 66
2019
Q4
$287K Buy
2,090
+15
+0.7% +$2.06K 0.53% 95
2019
Q3
$295K Buy
2,075
+15
+0.7% +$2.13K 0.6% 91
2019
Q2
$275K Sell
2,060
-280
-12% -$37.4K 0.59% 91
2019
Q1
$290K Buy
2,340
+155
+7% +$19.2K 0.51% 98
2018
Q4
$249K Sell
2,185
-460
-17% -$52.4K 0.52% 97
2018
Q3
$301K Buy
2,645
+210
+9% +$23.9K 0.58% 92
2018
Q2
$257K Buy
+2,435
New +$257K 0.5% 100