Shufro Rose & Co’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,521
| Closed | -$360K | – | 347 |
|
|
2021
Q4 | $360K | Hold |
2,521
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $334K | Hold |
2,521
| – | – | 0.03% | 209 |
|
|
2021
Q2 | $337K | Hold |
2,521
| – | – | 0.03% | 206 |
|
|
2021
Q1 | $351K | Hold |
2,521
| – | – | 0.03% | 203 |
|
|
2020
Q4 | $340K | Hold |
2,521
| – | – | 0.03% | 198 |
|
|
2020
Q3 | $372K | Sell |
2,521
-479
| -16% | -$70.7K | 0.04% | 183 |
|
|
2020
Q2 | $424K | Hold |
3,000
| – | – | 0.04% | 170 |
|
|
2020
Q1 | $384K | Hold |
3,000
| – | – | 0.05% | 165 |
|
|
2019
Q4 | $413K | Hold |
3,000
| – | – | 0.04% | 185 |
|
|
2019
Q3 | $426K | Sell |
3,000
-25
| -0.8% | -$3.55K | 0.04% | 172 |
|
|
2019
Q2 | $403K | Buy |
3,025
+25
| +0.8% | +$3.33K | 0.04% | 189 |
|
|
2019
Q1 | $372K | Hold |
3,000
| – | – | 0.04% | 192 |
|
|
2018
Q4 | $342K | Hold |
3,000
| – | – | 0.04% | 189 |
|
|
2018
Q3 | $341K | Sell |
3,000
-500
| -14% | -$56.8K | 0.03% | 218 |
|
|
2018
Q2 | $369K | Buy |
3,500
+500
| +17% | +$52.7K | 0.04% | 201 |
|
|
2018
Q1 | $330K | Hold |
3,000
| – | – | 0.03% | 213 |
|
|
2017
Q4 | $362K | Hold |
3,000
| – | – | 0.04% | 201 |
|
|
2017
Q3 | $353K | Hold |
3,000
| – | – | 0.04% | 208 |
|
|
2017
Q2 | $387K | Hold |
3,000
| – | – | 0.04% | 180 |
|
|
2017
Q1 | $395K | Hold |
3,000
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $342K | Hold |
3,000
| – | – | 0.04% | 188 |
|
|
2016
Q3 | $378K | Sell |
3,000
-500
| -14% | -$63K | 0.04% | 181 |
|
|
2016
Q2 | $481K | Hold |
3,500
| – | – | 0.05% | 161 |
|
|
2016
Q1 | $471K | Hold |
3,500
| – | – | 0.05% | 165 |
|
|
2015
Q4 | $445K | Hold |
3,500
| – | – | 0.05% | 161 |
|
|
2015
Q3 | $381K | Hold |
3,500
| – | – | 0.05% | 171 |
|
|
2015
Q2 | $370K | Hold |
3,500
| – | – | 0.04% | 183 |
|
|
2015
Q1 | $374K | Hold |
3,500
| – | – | 0.04% | 186 |
|
|
2014
Q4 | $404K | Sell |
3,500
-151
| -4% | -$17.4K | 0.04% | 181 |
|
|
2014
Q3 | $376K | Hold |
3,651
| – | – | 0.04% | 185 |
|
|
2014
Q2 | $389K | Hold |
3,651
| – | – | 0.04% | 182 |
|
|
2014
Q1 | $385K | Hold |
3,651
| – | – | 0.04% | 180 |
|
|
2013
Q4 | $365K | Hold |
3,651
| – | – | 0.04% | 187 |
|
|
2013
Q3 | $329K | Hold |
3,651
| – | – | 0.04% | 185 |
|
|
2013
Q2 | $339K | Buy |
+3,651
| New | +$339K | 0.04% | 180 |
|