Univest Financial’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,656
| Closed | -$786K | – | 113 |
|
|
2021
Q1 | $786K | Sell |
5,656
-28,854
| -84% | -$4.01M | 0.22% | 51 |
|
|
2020
Q4 | $4.65M | Buy |
34,510
+1,101
| +3% | +$148K | 1.35% | 27 |
|
|
2020
Q3 | $4.93M | Sell |
33,409
-1,073
| -3% | -$158K | 1.56% | 21 |
|
|
2020
Q2 | $4.87M | Buy |
34,482
+1,516
| +5% | +$214K | 1.61% | 20 |
|
|
2020
Q1 | $4.22M | Buy |
32,966
+5,911
| +22% | +$756K | 1.67% | 13 |
|
|
2019
Q4 | $3.09M | Sell |
27,055
-2,920
| -10% | -$333K | 1.31% | 36 |
|
|
2019
Q3 | $4.26M | Sell |
29,975
-463
| -2% | -$65.8K | 1.37% | 30 |
|
|
2019
Q2 | $4.06M | Buy |
30,438
+159
| +0.5% | +$21.2K | 1.28% | 31 |
|
|
2019
Q1 | $3.75M | Sell |
30,279
-2,120
| -7% | -$263K | 1.23% | 34 |
|
|
2018
Q4 | $3.69M | Sell |
32,399
-6,361
| -16% | -$725K | 1.36% | 27 |
|
|
2018
Q3 | $4.41M | Sell |
38,760
-826
| -2% | -$93.9K | 1.34% | 25 |
|
|
2018
Q2 | $4.17M | Buy |
39,586
+965
| +2% | +$102K | 1.67% | 24 |
|
|
2018
Q1 | $4.25M | Buy |
38,621
+6,523
| +20% | +$718K | 1.84% | 23 |
|
|
2017
Q4 | $3.87M | Buy |
32,098
+572
| +2% | +$69K | 1.56% | 34 |
|
|
2017
Q3 | $3.71M | Buy |
31,526
+3,655
| +13% | +$430K | 1.57% | 31 |
|
|
2017
Q2 | $3.6M | Buy |
27,871
+120
| +0.4% | +$15.5K | 1.51% | 32 |
|
|
2017
Q1 | $3.65M | Buy |
27,751
+696
| +3% | +$91.6K | 1.6% | 27 |
|
|
2016
Q4 | $3.09M | Sell |
27,055
-2,423
| -8% | -$277K | 1.31% | 36 |
|
|
2016
Q3 | $3.72M | Buy |
29,478
+534
| +2% | +$67.4K | 1.68% | 17 |
|
|
2016
Q2 | $3.98M | Sell |
28,944
-423
| -1% | -$58.2K | 1.81% | 7 |
|
|
2016
Q1 | $3.95M | Sell |
29,367
-383
| -1% | -$51.5K | 1.8% | 13 |
|
|
2015
Q4 | $3.79M | Sell |
29,750
-765
| -3% | -$97.4K | 1.73% | 18 |
|
|
2015
Q3 | $3.33M | Sell |
30,515
-2,233
| -7% | -$243K | 1.63% | 24 |
|
|
2015
Q2 | $3.47M | Buy |
32,748
+787
| +2% | +$83.4K | 1.59% | 25 |
|
|
2015
Q1 | $3.42M | Sell |
31,961
-16
| -0.1% | -$1.71K | 1.54% | 28 |
|
|
2014
Q4 | $3.7M | Buy |
31,977
+8,357
| +35% | +$966K | 1.62% | 27 |
|
|
2014
Q3 | $2.44M | Sell |
23,620
-1,179
| -5% | -$122K | 1.14% | 53 |
|
|
2014
Q2 | $2.64M | Sell |
24,799
-371
| -1% | -$39.6K | 1.24% | 50 |
|
|
2014
Q1 | $2.66M | Sell |
25,170
-6,146
| -20% | -$650K | 1.33% | 47 |
|
|
2013
Q4 | $3.14M | Sell |
31,316
-581
| -2% | -$58.2K | 1.55% | 23 |
|
|
2013
Q3 | $2.88M | Buy |
31,897
+1,032
| +3% | +$93.2K | 1.54% | 31 |
|
|
2013
Q2 | $2.88M | Buy |
+30,865
| New | +$2.88M | 1.58% | 26 |
|