TrinityPoint Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $231K | Buy |
1,763
+52
| +3% | +$6.82K | 0.03% | 302 |
|
|
2024
Q3 | $243K | Sell |
1,711
-1
| -0.1% | -$142 | 0.04% | 292 |
|
|
2024
Q2 | $237K | Sell |
1,712
-13
| -0.8% | -$1.8K | 0.04% | 284 |
|
|
2024
Q1 | $223K | Sell |
1,725
-391
| -18% | -$50.6K | 0.04% | 282 |
|
|
2023
Q4 | $257K | Sell |
2,116
-3,513
| -62% | -$427K | 0.05% | 257 |
|
|
2023
Q3 | $680K | Buy |
5,629
+27
| +0.5% | +$3.26K | 0.14% | 150 |
|
|
2023
Q2 | $773K | Buy |
5,602
+82
| +1% | +$11.3K | 0.15% | 136 |
|
|
2023
Q1 | $741K | Buy |
5,520
+36
| +0.7% | +$4.83K | 0.16% | 133 |
|
|
2022
Q4 | $744K | Buy |
5,484
+559
| +11% | +$75.9K | 0.17% | 133 |
|
|
2022
Q3 | $554K | Sell |
4,925
-17
| -0.3% | -$1.91K | 0.13% | 149 |
|
|
2022
Q2 | $668K | Sell |
4,942
-181
| -4% | -$24.5K | 0.15% | 136 |
|
|
2022
Q1 | $631K | Buy |
5,123
+147
| +3% | +$18.1K | 0.11% | 151 |
|
|
2021
Q4 | $711K | Buy |
4,976
+128
| +3% | +$18.3K | 0.13% | 141 |
|
|
2021
Q3 | $642K | Buy |
4,848
+1,005
| +26% | +$133K | 0.12% | 142 |
|
|
2021
Q2 | $514K | Buy |
3,843
+72
| +2% | +$9.63K | 0.11% | 164 |
|
|
2021
Q1 | $524K | Sell |
3,771
-67
| -2% | -$9.31K | 0.12% | 153 |
|
|
2020
Q4 | $526K | Buy |
3,838
+165
| +4% | +$22.6K | 0.13% | 141 |
|
|
2020
Q3 | $542K | Buy |
3,673
+760
| +26% | +$112K | 0.15% | 131 |
|
|
2020
Q2 | $412K | Sell |
2,913
-9
| -0.3% | -$1.27K | 0.13% | 145 |
|
|
2020
Q1 | $374K | Buy |
2,922
+436
| +18% | +$55.8K | 0.15% | 137 |
|
|
2019
Q4 | $342K | Buy |
2,486
+57
| +2% | +$7.84K | 0.12% | 158 |
|
|
2019
Q3 | $314K | Buy |
2,429
+174
| +8% | +$22.5K | 0.11% | 162 |
|
|
2019
Q2 | $304K | Buy |
2,255
+75
| +3% | +$10.1K | 0.15% | 127 |
|
|
2019
Q1 | $270K | Buy |
+2,180
| New | +$270K | 0.13% | 141 |
|