ProVise Management Group’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,638
| Closed | -$202K | – | 351 |
|
|
2022
Q1 | $202K | Buy |
+1,638
| New | +$202K | 0.02% | 358 |
|
|
2021
Q2 | – | Sell |
-1,512
| Closed | -$210K | – | 392 |
|
|
2021
Q1 | $210K | Sell |
1,512
-134
| -8% | -$18.6K | 0.02% | 331 |
|
|
2020
Q4 | $222K | Buy |
1,646
+212
| +15% | +$28.6K | 0.03% | 302 |
|
|
2020
Q3 | $212K | Hold |
1,434
| – | – | 0.03% | 267 |
|
|
2020
Q2 | $203K | Buy |
+1,434
| New | +$203K | 0.03% | 257 |
|
|
2020
Q1 | – | Sell |
-1,684
| Closed | -$232K | – | 284 |
|
|
2019
Q4 | $232K | Sell |
1,684
-300
| -15% | -$41.3K | 0.03% | 273 |
|
|
2019
Q3 | $282K | Sell |
1,984
-200
| -9% | -$28.4K | 0.04% | 247 |
|
|
2019
Q2 | $291K | Sell |
2,184
-170
| -7% | -$22.7K | 0.04% | 249 |
|
|
2019
Q1 | $292K | Sell |
2,354
-2,447
| -51% | -$304K | 0.04% | 241 |
|
|
2018
Q4 | $547K | Hold |
4,801
| – | – | 0.09% | 186 |
|
|
2018
Q3 | $546K | Buy |
4,801
+20
| +0.4% | +$2.28K | 0.07% | 206 |
|
|
2018
Q2 | $504 | Hold |
4,781
| – | – | 0.04% | 216 |
|
|
2018
Q1 | $526K | Sell |
4,781
-300
| -6% | -$33K | 0.08% | 195 |
|
|
2017
Q4 | $613K | Sell |
5,081
-200
| -4% | -$24.1K | 0.09% | 187 |
|
|
2017
Q3 | $622K | Sell |
5,281
-64
| -1% | -$7.54K | 0.09% | 184 |
|
|
2017
Q2 | $690K | Buy |
5,345
+2,247
| +73% | +$290K | 0.1% | 178 |
|
|
2017
Q1 | $408K | Hold |
3,098
| – | – | 0.07% | 230 |
|
|
2016
Q4 | $354K | Hold |
3,098
| – | – | 0.06% | 247 |
|
|
2016
Q3 | $391K | Sell |
3,098
-241
| -7% | -$30.4K | 0.07% | 230 |
|
|
2016
Q2 | $459K | Buy |
3,339
+205
| +7% | +$28.2K | 0.08% | 209 |
|
|
2016
Q1 | $421K | Hold |
3,134
| – | – | 0.09% | 192 |
|
|
2015
Q4 | $399K | Hold |
3,134
| – | – | 0.08% | 198 |
|
|
2015
Q3 | $342K | Sell |
3,134
-400
| -11% | -$43.7K | 0.08% | 213 |
|
|
2015
Q2 | $375K | Hold |
3,534
| – | – | 0.08% | 205 |
|
|
2015
Q1 | $379K | Sell |
3,534
-420
| -11% | -$45K | 0.08% | 213 |
|
|
2014
Q4 | $457K | Sell |
3,954
-399
| -9% | -$46.1K | 0.1% | 193 |
|
|
2014
Q3 | $449K | Hold |
4,353
| – | – | 0.1% | 212 |
|
|
2014
Q2 | $464K | Hold |
4,353
| – | – | 0.1% | 215 |
|
|
2014
Q1 | $461K | Buy |
4,353
+458
| +12% | +$48.5K | 0.11% | 188 |
|
|
2013
Q4 | $390K | Hold |
3,895
| – | – | 0.1% | 203 |
|
|
2013
Q3 | $351K | Hold |
3,895
| – | – | 0.1% | 216 |
|
|
2013
Q2 | $363K | Buy |
+3,895
| New | +$363K | 0.11% | 207 |
|