USCA RIA’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
$4.9M Buy
36,603
+1,673
+5% +$224K 0.3% 99
2021
Q1
$4.86M Buy
34,930
+32,501
+1,338% +$4.52M 0.32% 92
2020
Q4
$327K Sell
2,429
-2,009
-45% -$270K 0.02% 394
2020
Q3
$655K Buy
4,438
+2
+0% +$295 0.05% 254
2020
Q2
$627K Sell
4,436
-401
-8% -$56.7K 0.06% 257
2020
Q1
$618K Sell
4,837
-31,402
-87% -$4.01M 0.07% 240
2019
Q4
$4.99M Buy
36,239
+21,493
+146% +$2.96M 0.45% 67
2019
Q3
$2.1M Buy
14,746
+8,310
+129% +$1.18M 0.21% 139
2019
Q2
$858K Sell
6,436
-10,881
-63% -$1.45M 0.09% 240
2019
Q1
$2.15M Sell
17,317
-1,395
-7% -$173K 0.23% 135
2018
Q4
$2.13M Sell
18,712
-26,132
-58% -$2.98M 0.28% 116
2018
Q3
$5.1M Buy
44,844
+14,006
+45% +$1.59M 0.52% 51
2018
Q2
$3.25M Sell
30,838
-1,144
-4% -$120K 0.35% 78
2018
Q1
$3.52M Sell
31,982
-14,942
-32% -$1.65M 0.39% 72
2017
Q4
$5.66M Buy
46,924
+45,286
+2,765% +$5.46M 0.62% 43
2017
Q3
$211K Hold
1,638
0.03% 378
2017
Q2
$211K Sell
1,638
-8,253
-83% -$1.06M 0.03% 384
2017
Q1
$1.3M Buy
+9,891
New +$1.3M 0.19% 156