SAM
Symphony Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,196
| Closed | -$596K | – | 183 |
|
|
2019
Q3 | $596K | Buy |
+4,196
| New | +$596K | 0.13% | 96 |
|
|
2017
Q1 | – | Sell |
-13,540
| Closed | -$1.55M | – | 410 |
|
|
2016
Q4 | $1.55M | Sell |
13,540
-13,466
| -50% | -$1.54M | 0.16% | 142 |
|
|
2016
Q3 | $3.41M | Sell |
27,006
-1,615
| -6% | -$204K | 0.35% | 67 |
|
|
2016
Q2 | $3.94M | Buy |
28,621
+2,325
| +9% | +$320K | 0.42% | 69 |
|
|
2016
Q1 | $3.54M | Buy |
26,296
+2,809
| +12% | +$378K | 0.38% | 66 |
|
|
2015
Q4 | $2.99M | Sell |
23,487
-179
| -0.8% | -$22.8K | 0.33% | 76 |
|
|
2015
Q3 | $2.58M | Buy |
23,666
+9,247
| +64% | +$1.01M | 0.31% | 82 |
|
|
2015
Q2 | $1.53M | Buy |
14,419
+2,064
| +17% | +$219K | 0.19% | 134 |
|
|
2015
Q1 | $1.32M | Buy |
12,355
+531
| +4% | +$56.9K | 0.15% | 141 |
|
|
2014
Q4 | $1.37M | Buy |
11,824
+532
| +5% | +$61.5K | 0.17% | 136 |
|
|
2014
Q3 | $1.21M | Sell |
11,292
-453
| -4% | -$48.7K | 0.13% | 154 |
|
|
2014
Q2 | $1.31M | Buy |
+11,745
| New | +$1.31M | 0.14% | 179 |
|
|
2013
Q3 | – | Sell |
-9,506
| Closed | -$924K | – | 368 |
|
|
2013
Q2 | $924K | Buy |
+9,506
| New | +$924K | 0.09% | 200 |
|