TAM
Townsend Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,589
| Closed | -$219K | – | 195 |
|
|
2023
Q2 | $219K | Hold |
1,589
| – | – | 0.11% | 122 |
|
|
2023
Q1 | $213K | Sell |
1,589
-135
| -8% | -$18.1K | 0.11% | 128 |
|
|
2022
Q4 | $234K | Buy |
+1,724
| New | +$234K | 0.12% | 128 |
|
|
2022
Q3 | – | Sell |
-1,589
| Closed | -$215K | – | 202 |
|
|
2022
Q2 | $215K | Buy |
+1,589
| New | +$215K | 0.11% | 136 |
|
|
2022
Q1 | – | Sell |
-1,589
| Closed | -$227K | – | 212 |
|
|
2021
Q4 | $227K | Hold |
1,589
| – | – | 0.11% | 137 |
|
|
2021
Q3 | $210K | Hold |
1,589
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $213K | Hold |
1,589
| – | – | 0.12% | 135 |
|
|
2021
Q1 | $221K | Sell |
1,589
-11
| -0.7% | -$1.53K | 0.14% | 128 |
|
|
2020
Q4 | $216K | Buy |
1,600
+5
| +0.3% | +$675 | 0.14% | 129 |
|
|
2020
Q3 | $236K | Buy |
1,595
+4
| +0.3% | +$592 | 0.19% | 114 |
|
|
2020
Q2 | $225K | Buy |
1,591
+5
| +0.3% | +$707 | 0.18% | 116 |
|
|
2020
Q1 | $203K | Hold |
1,586
| – | – | 0.21% | 112 |
|
|
2019
Q4 | $218K | Buy |
+1,586
| New | +$218K | 0.18% | 123 |
|