United Asset Strategies’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,255
| Closed | -$578K | – | 236 |
|
|
2022
Q4 | $578K | Buy |
4,255
+370
| +10% | +$50.2K | 0.08% | 171 |
|
|
2022
Q3 | $437K | Buy |
3,885
+223
| +6% | +$25.1K | 0.07% | 158 |
|
|
2022
Q2 | $495K | Sell |
3,662
-924
| -20% | -$125K | 0.07% | 153 |
|
|
2022
Q1 | $565K | Buy |
4,586
+249
| +6% | +$30.7K | 0.07% | 148 |
|
|
2021
Q4 | $620K | Sell |
4,337
-507
| -10% | -$72.5K | 0.07% | 143 |
|
|
2021
Q3 | $641K | Buy |
4,844
+54
| +1% | +$7.15K | 0.08% | 135 |
|
|
2021
Q2 | $641K | Sell |
4,790
-732
| -13% | -$98K | 0.09% | 134 |
|
|
2021
Q1 | $768K | Buy |
5,522
+181
| +3% | +$25.2K | 0.11% | 129 |
|
|
2020
Q4 | $720K | Sell |
5,341
-150
| -3% | -$20.2K | 0.11% | 126 |
|
|
2020
Q3 | $811K | Buy |
5,491
+284
| +5% | +$41.9K | 0.15% | 105 |
|
|
2020
Q2 | $736K | Buy |
5,207
+236
| +5% | +$33.4K | 0.15% | 108 |
|
|
2020
Q1 | $636K | Buy |
+4,971
| New | +$636K | 0.16% | 108 |
|