Rockefeller Financial Services’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,500
| Closed | -$412K | – | 530 |
|
|
2017
Q3 | $412K | Hold |
3,500
| – | – | 0.01% | 275 |
|
|
2017
Q2 | $452K | Hold |
3,500
| – | – | 0.01% | 237 |
|
|
2017
Q1 | $461K | Hold |
3,500
| – | – | 0.01% | 248 |
|
|
2016
Q4 | $399K | Hold |
3,500
| – | – | 0.01% | 268 |
|
|
2016
Q3 | $441K | Hold |
3,500
| – | – | 0.01% | 253 |
|
|
2016
Q2 | $481K | Sell |
3,500
-250
| -7% | -$34.4K | 0.01% | 252 |
|
|
2016
Q1 | $504K | Hold |
3,750
| – | – | 0.01% | 245 |
|
|
2015
Q4 | $477K | Hold |
3,750
| – | – | 0.01% | 258 |
|
|
2015
Q3 | $409K | Buy |
3,750
+3,500
| +1,400% | +$382K | 0.01% | 267 |
|
|
2015
Q2 | $26K | Hold |
250
| – | – | ﹤0.01% | 410 |
|
|
2015
Q1 | $27K | Hold |
250
| – | – | ﹤0.01% | 440 |
|
|
2014
Q4 | $29K | Sell |
250
-11
| -4% | -$1.28K | ﹤0.01% | 409 |
|
|
2014
Q3 | $27K | Hold |
261
| – | – | ﹤0.01% | 426 |
|
|
2014
Q2 | $28K | Hold |
261
| – | – | ﹤0.01% | 447 |
|
|
2014
Q1 | $28K | Sell |
261
-40
| -13% | -$4.29K | ﹤0.01% | 449 |
|
|
2013
Q4 | $30K | Buy |
301
+40
| +15% | +$3.99K | ﹤0.01% | 432 |
|
|
2013
Q3 | $24K | Sell |
261
-208
| -44% | -$19.1K | ﹤0.01% | 442 |
|
|
2013
Q2 | $44K | Buy |
+469
| New | +$44K | ﹤0.01% | 421 |
|