Rockbridge Investment Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-685
| Closed | -$83.2K | – | 391 |
|
|
2023
Q4 | $83.2K | Buy |
+685
| New | +$83.2K | 0.01% | 191 |
|
|
2022
Q3 | – | Sell |
-481
| Closed | -$65K | – | 368 |
|
|
2022
Q2 | $65K | Hold |
481
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $60.1K | Hold |
481
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $69K | Hold |
481
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $64K | Hold |
481
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $64K | Buy |
481
+150
| +45% | +$20K | 0.01% | 277 |
|
|
2021
Q1 | $46K | Hold |
331
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $45K | Hold |
331
| – | – | 0.01% | 294 |
|
|
2020
Q3 | $49K | Hold |
331
| – | – | 0.01% | 272 |
|
|
2020
Q2 | $47K | Buy |
+331
| New | +$47K | 0.01% | 240 |
|