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 |
|