Stevens First Principles Investment Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $213K | Buy |
2,900
+1,300
| +81% | +$95.5K | 0.12% | 61 |
|
|
2019
Q1 | $198K | Hold |
1,600
| – | – | 0.12% | 62 |
|
|
2018
Q4 | $182K | Hold |
1,600
| – | – | 0.12% | 61 |
|
|
2018
Q3 | $182K | Hold |
1,600
| – | – | 0.1% | 68 |
|
|
2018
Q2 | $169K | Buy |
+1,600
| New | +$169K | 0.1% | 67 |
|
|
2018
Q1 | – | Sell |
-1,600
| Closed | -$193K | – | 174 |
|
|
2017
Q4 | $193K | Hold |
1,600
| – | – | 0.1% | 76 |
|
|
2017
Q3 | $188K | Hold |
1,600
| – | – | 0.1% | 77 |
|
|
2017
Q2 | $97K | Hold |
1,600
| – | – | 0.06% | 95 |
|
|
2017
Q1 | $211K | Hold |
1,600
| – | – | 0.13% | 67 |
|
|
2016
Q4 | $183K | Hold |
1,600
| – | – | 0.13% | 66 |
|
|
2016
Q3 | $202K | Hold |
1,600
| – | – | 0.15% | 61 |
|
|
2016
Q2 | $220K | Hold |
1,600
| – | – | 0.16% | 60 |
|
|
2016
Q1 | $215K | Hold |
1,600
| – | – | 0.17% | 57 |
|
|
2015
Q4 | $204K | Hold |
1,600
| – | – | 0.17% | 58 |
|
|
2015
Q3 | $174K | Hold |
1,600
| – | – | 0.14% | 67 |
|
|
2015
Q2 | $170K | Hold |
1,600
| – | – | 0.11% | 84 |
|
|
2015
Q1 | $171K | Hold |
1,600
| – | – | 0.11% | 84 |
|
|
2014
Q4 | $185K | Sell |
1,600
-1,738
| -52% | -$201K | 0.12% | 80 |
|
|
2014
Q3 | $299K | Buy |
3,338
+1,669
| +100% | +$150K | 0.17% | 79 |
|
|
2014
Q2 | $178K | Hold |
1,669
| – | – | 0.1% | 86 |
|
|
2014
Q1 | $176K | Hold |
1,669
| – | – | 0.11% | 80 |
|
|
2013
Q4 | $167K | Hold |
1,669
| – | – | 0.1% | 86 |
|
|
2013
Q3 | $151K | Hold |
1,669
| – | – | 0.09% | 89 |
|
|
2013
Q2 | $155K | Buy |
+1,669
| New | +$155K | 0.11% | 76 |
|