Stoneridge Investment Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,084
| Closed | -$4.02M | – | 141 |
|
|
2024
Q1 | $4.02M | Buy |
31,084
+4,180
| +16% | +$541K | 1.53% | 19 |
|
|
2023
Q4 | $3.27M | Buy |
26,904
+818
| +3% | +$99.4K | 1.38% | 27 |
|
|
2023
Q3 | $3.15M | Buy |
+26,086
| New | +$3.15M | 1.49% | 20 |
|
|
2018
Q2 | – | Sell |
-9,521
| Closed | -$1.05M | – | 148 |
|
|
2018
Q1 | $1.05M | Buy |
9,521
+5,404
| +131% | +$595K | 0.18% | 88 |
|
|
2017
Q4 | $497K | Hold |
4,117
| – | – | 0.08% | 117 |
|
|
2017
Q3 | $484K | Buy |
+4,117
| New | +$484K | 0.08% | 130 |
|