Smith & Howard Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,709
| Closed | -$231K | – | 70 |
|
|
2022
Q2 | $231K | Hold |
1,709
| – | – | 0.1% | 61 |
|
|
2022
Q1 | $210K | Hold |
1,709
| – | – | 0.09% | 66 |
|
|
2021
Q4 | $244K | Hold |
1,709
| – | – | 0.11% | 65 |
|
|
2021
Q3 | $226K | Hold |
1,709
| – | – | 0.11% | 65 |
|
|
2021
Q2 | $229K | Hold |
1,709
| – | – | 0.11% | 61 |
|
|
2021
Q1 | $238K | Hold |
1,709
| – | – | 0.12% | 54 |
|
|
2020
Q4 | $230K | Hold |
1,709
| – | – | 0.12% | 58 |
|
|
2020
Q3 | $252K | Hold |
1,709
| – | – | 0.15% | 55 |
|
|
2020
Q2 | $242K | Hold |
1,709
| – | – | 0.15% | 58 |
|
|
2020
Q1 | $219K | Hold |
1,709
| – | – | 0.14% | 60 |
|
|
2019
Q4 | $235K | Hold |
1,709
| – | – | 0.08% | 76 |
|
|
2019
Q3 | $243K | Hold |
1,709
| – | – | 0.1% | 61 |
|
|
2019
Q2 | $228K | Sell |
1,709
-50
| -3% | -$6.67K | 0.1% | 55 |
|
|
2019
Q1 | $218K | Buy |
+1,759
| New | +$218K | 0.11% | 55 |
|
|
2014
Q1 | – | Sell |
-202
| Closed | -$20K | – | 139 |
|
|
2013
Q4 | $20K | Buy |
202
+159
| +370% | +$15.7K | 0.01% | 170 |
|
|
2013
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 227 |
|
|
2013
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 208 |
|