Ropes Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.92M | Sell |
15,855
-968
| -6% | -$117K | 0.37% | 69 |
|
|
2023
Q2 | $2.32M | Buy |
16,823
+1,452
| +9% | +$200K | 0.39% | 66 |
|
|
2023
Q1 | $2.06M | Sell |
15,371
-292
| -2% | -$39.2K | 0.37% | 70 |
|
|
2022
Q4 | $2.13M | Buy |
15,663
+142
| +0.9% | +$19.3K | 0.38% | 65 |
|
|
2022
Q3 | $1.75M | Hold |
15,521
| – | – | 0.37% | 71 |
|
|
2022
Q2 | $2.1M | Buy |
15,521
+925
| +6% | +$125K | 0.43% | 59 |
|
|
2022
Q1 | $1.8M | Sell |
14,596
-734
| -5% | -$90.4K | 0.31% | 81 |
|
|
2021
Q4 | $2.19M | Sell |
15,330
-90
| -0.6% | -$12.9K | 0.39% | 67 |
|
|
2021
Q3 | $2.04M | Sell |
15,420
-50
| -0.3% | -$6.62K | 0.33% | 70 |
|
|
2021
Q2 | $2.07M | Sell |
15,470
-188
| -1% | -$25.2K | 0.33% | 72 |
|
|
2021
Q1 | $2.1M | Sell |
15,658
-3,617
| -19% | -$485K | 0.37% | 71 |
|
|
2020
Q4 | $2.6M | Buy |
19,275
+2,485
| +15% | +$335K | 0.4% | 50 |
|
|
2020
Q3 | $2.48M | Sell |
16,790
-84
| -0.5% | -$12.4K | 0.48% | 43 |
|
|
2020
Q2 | $2.39M | Sell |
16,874
-3,533
| -17% | -$499K | 0.49% | 44 |
|
|
2020
Q1 | $2.61M | Buy |
20,407
+1,426
| +8% | +$182K | 0.66% | 34 |
|
|
2019
Q4 | $2.61M | Sell |
18,981
-192
| -1% | -$26.4K | 0.56% | 41 |
|
|
2019
Q3 | $2.72M | Sell |
19,173
-59
| -0.3% | -$8.38K | 0.58% | 39 |
|
|
2019
Q2 | $2.56M | Sell |
19,232
-400
| -2% | -$53.3K | 0.54% | 43 |
|
|
2019
Q1 | $2.43M | Sell |
19,632
-266
| -1% | -$33K | 0.64% | 43 |
|
|
2018
Q4 | $2.27M | Sell |
19,898
-485
| -2% | -$55.3K | 0.65% | 41 |
|
|
2018
Q3 | $2.32M | Sell |
20,383
-122
| -0.6% | -$13.9K | 0.57% | 48 |
|
|
2018
Q2 | $2.16M | Sell |
20,505
-301
| -1% | -$31.7K | 0.58% | 46 |
|
|
2018
Q1 | $2.29M | Sell |
20,806
-50
| -0.2% | -$5.51K | 0.63% | 42 |
|
|
2017
Q4 | $2.52M | Buy |
20,856
+108
| +0.5% | +$13K | 0.66% | 38 |
|
|
2017
Q3 | $2.44M | Sell |
20,748
-375
| -2% | -$44.1K | 0.66% | 42 |
|
|
2017
Q2 | $2.73M | Sell |
21,123
-4,665
| -18% | -$602K | 0.77% | 33 |
|
|
2017
Q1 | $3.39M | Buy |
25,788
+588
| +2% | +$77.4K | 0.98% | 24 |
|
|
2016
Q4 | $2.88M | Sell |
25,200
-365
| -1% | -$41.7K | 0.9% | 27 |
|
|
2016
Q3 | $3.23M | Buy |
25,565
+665
| +3% | +$83.9K | 1.09% | 21 |
|
|
2016
Q2 | $3.42M | Buy |
24,900
+237
| +1% | +$32.6K | 1.19% | 19 |
|
|
2016
Q1 | $3.32M | Sell |
24,663
-483
| -2% | -$65K | 1.47% | 18 |
|
|
2015
Q4 | $3.2M | Buy |
25,146
+8,122
| +48% | +$1.03M | 1.41% | 18 |
|
|
2015
Q3 | $1.86M | Buy |
17,024
+825
| +5% | +$89.9K | 0.97% | 26 |
|
|
2015
Q2 | $1.72M | Buy |
16,199
+1,750
| +12% | +$185K | 0.93% | 26 |
|
|
2015
Q1 | $1.55M | Buy |
+14,449
| New | +$1.55M | 0.8% | 31 |
|