TCPWM
Traverso Chambers Private Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $685K | Buy |
5,638
+72
| +1% | +$8.75K | 0.17% | 65 |
|
|
2023
Q3 | $673K | Buy |
5,566
+217
| +4% | +$26.2K | 0.18% | 62 |
|
|
2023
Q2 | $738K | Sell |
5,349
-57
| -1% | -$7.87K | 0.19% | 59 |
|
|
2023
Q1 | $726K | Sell |
5,406
-49
| -0.9% | -$6.58K | 0.2% | 60 |
|
|
2022
Q4 | $740K | Buy |
5,455
+56
| +1% | +$7.6K | 0.21% | 56 |
|
|
2022
Q3 | $608K | Buy |
5,399
+224
| +4% | +$25.2K | 0.19% | 60 |
|
|
2022
Q2 | $699K | Buy |
5,175
+359
| +7% | +$48.5K | 0.23% | 55 |
|
|
2022
Q1 | $593K | Buy |
4,816
+71
| +1% | +$8.74K | 0.18% | 66 |
|
|
2021
Q4 | $678K | Buy |
4,745
+182
| +4% | +$26K | 0.2% | 59 |
|
|
2021
Q3 | $604K | Buy |
4,563
+363
| +9% | +$48.1K | 0.19% | 63 |
|
|
2021
Q2 | $562K | Buy |
4,200
+270
| +7% | +$36.1K | 0.18% | 64 |
|
|
2021
Q1 | $547K | Buy |
3,930
+1,181
| +43% | +$164K | 0.18% | 61 |
|
|
2020
Q4 | $371K | Buy |
2,749
+87
| +3% | +$11.7K | 0.13% | 76 |
|
|
2020
Q3 | $393K | Sell |
2,662
-11
| -0.4% | -$1.62K | 0.15% | 67 |
|
|
2020
Q2 | $378K | Buy |
2,673
+201
| +8% | +$28.4K | 0.16% | 63 |
|
|
2020
Q1 | $316K | Buy |
2,472
+145
| +6% | +$18.5K | 0.15% | 69 |
|
|
2019
Q4 | $320K | Sell |
2,327
-149
| -6% | -$20.5K | 0.14% | 80 |
|
|
2019
Q3 | $352K | Sell |
2,476
-170
| -6% | -$24.2K | 0.17% | 68 |
|
|
2019
Q2 | $360K | Sell |
2,646
-199
| -7% | -$27.1K | 0.18% | 68 |
|
|
2019
Q1 | $353K | Buy |
2,845
+6
| +0.2% | +$744 | 0.17% | 69 |
|
|
2018
Q4 | $323K | Buy |
+2,839
| New | +$323K | 0.17% | 69 |
|