Summit Financial Group’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,476
| Closed | -$204K | – | 182 |
|
|
2023
Q2 | $204K | Buy |
+1,476
| New | +$204K | 0.08% | 183 |
|
|
2023
Q1 | – | Sell |
-1,476
| Closed | -$200K | – | 195 |
|
|
2022
Q4 | $200K | Buy |
+1,476
| New | +$200K | 0.08% | 192 |
|
|
2022
Q3 | – | Sell |
-1,975
| Closed | -$267K | – | 195 |
|
|
2022
Q2 | $267K | Hold |
1,975
| – | – | 0.1% | 167 |
|
|
2022
Q1 | $243K | Hold |
1,975
| – | – | 0.08% | 188 |
|
|
2021
Q4 | $282K | Hold |
1,975
| – | – | 0.09% | 186 |
|
|
2021
Q3 | $262K | Hold |
1,975
| – | – | 0.09% | 183 |
|
|
2021
Q2 | $264K | Hold |
1,975
| – | – | 0.1% | 175 |
|
|
2021
Q1 | $275K | Hold |
1,975
| – | – | 0.11% | 157 |
|
|
2020
Q4 | $266K | Hold |
1,975
| – | – | 0.12% | 140 |
|
|
2020
Q3 | $292K | Hold |
1,975
| – | – | 0.14% | 118 |
|
|
2020
Q2 | $279K | Sell |
1,975
-200
| -9% | -$28.3K | 0.15% | 116 |
|
|
2020
Q1 | $278K | Hold |
2,175
| – | – | 0.17% | 104 |
|
|
2019
Q4 | $299K | Hold |
2,175
| – | – | 0.14% | 122 |
|
|
2019
Q3 | $309K | Sell |
2,175
-1,675
| -44% | -$238K | 0.16% | 118 |
|
|
2019
Q2 | $513K | Hold |
3,850
| – | – | 0.23% | 100 |
|
|
2019
Q1 | $477K | Hold |
3,850
| – | – | 0.37% | 72 |
|
|
2018
Q4 | $439K | Hold |
3,850
| – | – | 0.37% | 72 |
|
|
2018
Q3 | $438K | Sell |
3,850
-1,012
| -21% | -$115K | 0.33% | 77 |
|
|
2018
Q2 | $512K | Sell |
4,862
-50
| -1% | -$5.27K | 0.4% | 69 |
|
|
2018
Q1 | $541K | Buy |
4,912
+808
| +20% | +$89K | 0.42% | 69 |
|
|
2017
Q4 | $495K | Sell |
4,104
-1,196
| -23% | -$144K | 0.4% | 69 |
|
|
2017
Q3 | $624K | Sell |
5,300
-100
| -2% | -$11.8K | 0.52% | 62 |
|
|
2017
Q2 | $697K | Buy |
+5,400
| New | +$697K | 0.6% | 53 |
|