THWM
Taylor Hoffman Wealth Management’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $232K | Hold |
1,682
| – | – | 0.09% | 102 |
|
2024
Q1 | $218K | Sell |
1,682
-245
| -13% | -$31.7K | 0.09% | 103 |
|
2023
Q4 | $234K | Buy |
1,927
+151
| +9% | +$18.3K | 0.11% | 102 |
|
2023
Q3 | $215K | Buy |
1,776
+30
| +2% | +$3.63K | 0.11% | 108 |
|
2023
Q2 | $241K | Buy |
1,746
+75
| +4% | +$10.4K | 0.12% | 103 |
|
2023
Q1 | $224K | Buy |
+1,671
| New | +$224K | 0.12% | 103 |
|
2022
Q4 | – | Sell |
-2,796
| Closed | -$315K | – | 117 |
|
2022
Q3 | $315K | Buy |
2,796
+74
| +3% | +$8.34K | 0.17% | 105 |
|
2022
Q2 | $372K | Buy |
2,722
+10
| +0.4% | +$1.37K | 0.18% | 98 |
|
2022
Q1 | $334K | Hold |
2,712
| – | – | 0.13% | 108 |
|
2021
Q4 | $388K | Hold |
2,712
| – | – | 0.15% | 105 |
|
2021
Q3 | $358K | Hold |
2,712
| – | – | 0.15% | 103 |
|
2021
Q2 | $363K | Sell |
2,712
-30
| -1% | -$4.02K | 0.16% | 103 |
|
2021
Q1 | $381K | Sell |
2,742
-300
| -10% | -$41.7K | 0.17% | 102 |
|
2020
Q4 | $410K | Buy |
3,042
+133
| +5% | +$17.9K | 0.21% | 95 |
|
2020
Q3 | $430K | Sell |
2,909
-14
| -0.5% | -$2.07K | 0.25% | 87 |
|
2020
Q2 | $413K | Buy |
2,923
+300
| +11% | +$42.4K | 0.26% | 90 |
|
2020
Q1 | $335K | Sell |
2,623
-300
| -10% | -$38.3K | 0.32% | 83 |
|
2019
Q4 | $402K | Buy |
2,923
+140
| +5% | +$19.3K | 0.26% | 86 |
|
2019
Q3 | $395K | Buy |
2,783
+434
| +18% | +$61.6K | 0.28% | 81 |
|
2019
Q2 | $313K | Sell |
2,349
-300
| -11% | -$40K | 0.25% | 90 |
|
2019
Q1 | $328K | Hold |
2,649
| – | – | 0.24% | 95 |
|
2018
Q4 | $302K | Sell |
2,649
-600
| -18% | -$68.4K | 0.27% | 80 |
|
2018
Q3 | $369K | Hold |
3,249
| – | – | 0.29% | 79 |
|
2018
Q2 | $342K | Sell |
3,249
-43
| -1% | -$4.53K | 0.3% | 79 |
|
2018
Q1 | $363K | Hold |
3,292
| – | – | 0.33% | 75 |
|
2017
Q4 | $397K | Buy |
+3,292
| New | +$397K | 0.38% | 73 |
|