Tilia Fiduciary Partners’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 |
-387
| Closed | -$53.4K | – | 294 |
|
|
2023
Q2 | $53.4K | Buy |
387
+1
| +0.3% | +$138 | 0.05% | 199 |
|
|
2023
Q1 | $51.8K | Sell |
386
-95
| -20% | -$12.8K | 0.05% | 207 |
|
|
2022
Q4 | $65.2K | Hold |
481
| – | – | 0.06% | 177 |
|
|
2022
Q3 | $54K | Buy |
481
+2
| +0.4% | +$225 | 0.05% | 190 |
|
|
2022
Q2 | $65K | Buy |
479
+3
| +0.6% | +$407 | 0.06% | 179 |
|
|
2022
Q1 | $59K | Sell |
476
-48
| -9% | -$5.95K | 0.05% | 206 |
|
|
2021
Q4 | $75K | Buy |
+524
| New | +$75K | 0.06% | 185 |
|