Pinnacle Wealth Planning Services’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,634
Closed -$221K 423
2022
Q2
$221K Buy
+1,634
New +$221K 0.04% 317
2021
Q1
Sell
-1,086
Closed -$146K 1184
2020
Q4
$146K Sell
1,086
-474
-30% -$63.7K 0.03% 347
2020
Q3
$230K Sell
1,560
-25
-2% -$3.69K 0.08% 204
2020
Q2
$224K Sell
1,585
-171
-10% -$24.2K 0.07% 203
2020
Q1
$224K Buy
1,756
+261
+17% +$33.3K 0.11% 169
2019
Q4
$205K Buy
+1,495
New +$205K 0.1% 214