Security National Trust’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Hold |
1,408
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $188K | Buy |
1,408
+293
| +26% | +$39.1K | 0.04% | 172 |
|
|
2021
Q1 | $155K | Sell |
1,115
-305
| -21% | -$42.4K | 0.04% | 186 |
|
|
2020
Q4 | $192K | Buy |
1,420
+200
| +16% | +$27K | 0.05% | 164 |
|
|
2020
Q3 | $180K | Sell |
1,220
-40
| -3% | -$5.9K | 0.05% | 161 |
|
|
2020
Q2 | $178K | Sell |
1,260
-60
| -5% | -$8.48K | 0.05% | 160 |
|
|
2020
Q1 | $168K | Sell |
1,320
-70
| -5% | -$8.91K | 0.06% | 147 |
|
|
2019
Q4 | $191K | Buy |
1,390
+60
| +5% | +$8.25K | 0.06% | 162 |
|
|
2019
Q3 | $189K | Sell |
1,330
-485
| -27% | -$68.9K | 0.06% | 158 |
|
|
2019
Q2 | $242K | Hold |
1,815
| – | – | 0.08% | 142 |
|
|
2019
Q1 | $225K | Buy |
1,815
+180
| +11% | +$22.3K | 0.07% | 144 |
|
|
2018
Q4 | $186K | Sell |
1,635
-130
| -7% | -$14.8K | 0.07% | 150 |
|
|
2018
Q3 | $201K | Sell |
1,765
-80
| -4% | -$9.11K | 0.06% | 158 |
|
|
2018
Q2 | $195K | Hold |
1,845
| – | – | 0.06% | 161 |
|
|
2018
Q1 | $203K | Sell |
1,845
-343
| -16% | -$37.7K | 0.07% | 156 |
|
|
2017
Q4 | $264K | Sell |
2,188
-165
| -7% | -$19.9K | 0.09% | 146 |
|
|
2017
Q3 | $277K | Sell |
2,353
-510
| -18% | -$60K | 0.09% | 147 |
|
|
2017
Q2 | $369K | Sell |
2,863
-125
| -4% | -$16.1K | 0.12% | 127 |
|
|
2017
Q1 | $393K | Sell |
2,988
-20
| -0.7% | -$2.63K | 0.13% | 126 |
|
|
2016
Q4 | $343K | Sell |
3,008
-50
| -2% | -$5.7K | 0.12% | 132 |
|
|
2016
Q3 | $386K | Hold |
3,058
| – | – | 0.14% | 122 |
|
|
2016
Q2 | $421K | Sell |
3,058
-35
| -1% | -$4.82K | 0.16% | 115 |
|
|
2016
Q1 | $416K | Sell |
3,093
-125
| -4% | -$16.8K | 0.16% | 114 |
|
|
2015
Q4 | $410K | Sell |
3,218
-260
| -7% | -$33.1K | 0.16% | 109 |
|
|
2015
Q3 | $379K | Hold |
3,478
| – | – | 0.15% | 121 |
|
|
2015
Q2 | $368K | Hold |
3,478
| – | – | 0.13% | 134 |
|
|
2015
Q1 | $372K | Sell |
3,478
-400
| -10% | -$42.8K | 0.13% | 135 |
|
|
2014
Q4 | $448K | Sell |
3,878
-245
| -6% | -$28.3K | 0.16% | 116 |
|
|
2014
Q3 | $425K | Sell |
4,123
-104
| -2% | -$10.7K | 0.17% | 115 |
|
|
2014
Q2 | $451K | Sell |
4,227
-587
| -12% | -$62.6K | 0.18% | 115 |
|
|
2014
Q1 | $509K | Sell |
4,814
-2,459
| -34% | -$260K | 0.21% | 104 |
|
|
2013
Q4 | $728K | Sell |
7,273
-417
| -5% | -$41.7K | 0.3% | 78 |
|
|
2013
Q3 | $695K | Sell |
7,690
-26
| -0.3% | -$2.35K | 0.31% | 75 |
|
|
2013
Q2 | $719K | Buy |
+7,716
| New | +$719K | 0.35% | 72 |
|