Schubert & Co’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-262
| Closed | -$35.1K | – | 808 |
|
2023
Q1 | $35.1K | Hold |
262
| – | – | 0.03% | 88 |
|
2022
Q4 | $35.6K | Sell |
262
-93
| -26% | -$12.6K | 0.03% | 73 |
|
2022
Q3 | $40K | Sell |
355
-4
| -1% | -$451 | 0.04% | 75 |
|
2022
Q2 | $48K | Buy |
359
+53
| +17% | +$7.09K | 0.04% | 72 |
|
2022
Q1 | $38K | Buy |
306
+11
| +4% | +$1.37K | 0.04% | 59 |
|
2021
Q4 | $42K | Buy |
+295
| New | +$42K | 0.04% | 55 |
|