Surevest’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 | $3.1M | Sell |
27,506
-97
| -0.4% | -$10.9K | 0.84% | 51 |
|
|
2022
Q2 | $3.73M | Buy |
27,603
+1,140
| +4% | +$154K | 0.98% | 41 |
|
|
2022
Q1 | $3.26M | Sell |
26,463
-6,393
| -19% | -$787K | 0.79% | 55 |
|
|
2021
Q4 | $4.7M | Sell |
32,856
-531
| -2% | -$75.9K | 1.11% | 41 |
|
|
2021
Q3 | $4.42M | Buy |
33,387
+1,236
| +4% | +$164K | 1.12% | 46 |
|
|
2021
Q2 | $4.3M | Buy |
32,151
+2,013
| +7% | +$269K | 1.12% | 48 |
|
|
2021
Q1 | $4.19M | Buy |
30,138
+4,624
| +18% | +$643K | 1.27% | 49 |
|
|
2020
Q4 | $3.44M | Buy |
25,514
+2,762
| +12% | +$372K | 1.15% | 55 |
|
|
2020
Q3 | $3.36M | Buy |
22,752
+1,876
| +9% | +$277K | 1.32% | 42 |
|
|
2020
Q2 | $2.95M | Buy |
20,876
+2,075
| +11% | +$293K | 1.31% | 43 |
|
|
2020
Q1 | $2.4M | Buy |
18,801
+8,121
| +76% | +$1.04M | 1.31% | 33 |
|
|
2019
Q4 | $1.47M | Buy |
10,680
+3,719
| +53% | +$512K | 0.63% | 76 |
|
|
2019
Q3 | $989K | Buy |
6,961
+1,561
| +29% | +$222K | 0.49% | 78 |
|
|
2019
Q2 | $720K | Buy |
+5,400
| New | +$720K | 0.37% | 89 |
|