Realta 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,386
| Closed | -$744K | – | 583 |
|
2024
Q2 | $744K | Buy |
5,386
+998
| +23% | +$138K | 0.15% | 156 |
|
2024
Q1 | $568K | Buy |
4,388
+2,278
| +108% | +$295K | 0.12% | 211 |
|
2023
Q4 | $256K | Buy |
2,110
+140
| +7% | +$17K | 0.06% | 347 |
|
2023
Q3 | $272K | Sell |
1,970
-175
| -8% | -$24.2K | 0.06% | 313 |
|
2023
Q2 | $296K | Buy |
2,145
+22
| +1% | +$3.04K | 0.06% | 303 |
|
2023
Q1 | $285K | Sell |
2,123
-767
| -27% | -$103K | 0.07% | 297 |
|
2022
Q4 | $392K | Buy |
2,890
+283
| +11% | +$38.4K | 0.1% | 246 |
|
2022
Q3 | $293K | Sell |
2,607
-1,953
| -43% | -$219K | 0.08% | 288 |
|
2022
Q2 | $624K | Buy |
4,560
+59
| +1% | +$8.07K | 0.15% | 154 |
|
2022
Q1 | $554K | Buy |
4,501
+1,457
| +48% | +$179K | 0.11% | 199 |
|
2021
Q4 | $435K | Sell |
3,044
-79
| -3% | -$11.3K | 0.1% | 242 |
|
2021
Q3 | $414K | Buy |
3,123
+106
| +4% | +$14.1K | 0.1% | 236 |
|
2021
Q2 | $404K | Buy |
3,017
+20
| +0.7% | +$2.68K | 0.1% | 239 |
|
2021
Q1 | $417K | Sell |
2,997
-1,549
| -34% | -$216K | 0.11% | 227 |
|
2020
Q4 | $613K | Buy |
4,546
+137
| +3% | +$18.5K | 0.17% | 139 |
|
2020
Q3 | $651K | Buy |
4,409
+1,246
| +39% | +$184K | 0.22% | 105 |
|
2020
Q2 | $447K | Buy |
3,163
+227
| +8% | +$32.1K | 0.15% | 182 |
|
2020
Q1 | $375K | Sell |
2,936
-1,929
| -40% | -$246K | 0.16% | 170 |
|
2019
Q4 | $663K | Buy |
4,865
+36
| +0.7% | +$4.91K | 0.18% | 142 |
|
2019
Q3 | $685K | Sell |
4,829
-305
| -6% | -$43.3K | 0.19% | 125 |
|
2019
Q2 | $683K | Buy |
5,134
+2,833
| +123% | +$377K | 0.19% | 133 |
|
2019
Q1 | $287K | Buy |
+2,301
| New | +$287K | 0.13% | 212 |
|