Valley Wealth Managers’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 368 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$55.2K | – | 387 |
|
|
2023
Q2 | $55.2K | Hold |
400
| – | – | 0.01% | 201 |
|
|
2023
Q1 | $53.7K | Sell |
400
-75
| -16% | -$10.1K | ﹤0.01% | 214 |
|
|
2022
Q4 | $64.5K | Sell |
475
-200
| -30% | -$27.2K | 0.01% | 213 |
|
|
2022
Q3 | $76K | Buy |
675
+200
| +42% | +$22.5K | 0.01% | 219 |
|
|
2022
Q2 | $64K | Buy |
+475
| New | +$64K | 0.01% | 233 |
|
|
2020
Q1 | – | Sell |
-1,471
| Closed | -$203K | – | 175 |
|
|
2019
Q4 | $203K | Hold |
1,471
| – | – | 0.02% | 182 |
|
|
2019
Q3 | $209K | Sell |
1,471
-50
| -3% | -$7.1K | 0.02% | 185 |
|
|
2019
Q2 | $202K | Sell |
1,521
-529
| -26% | -$70.3K | 0.02% | 191 |
|
|
2019
Q1 | $254K | Buy |
+2,050
| New | +$254K | 0.03% | 187 |
|
|
2017
Q1 | – | Sell |
-18
| Closed | -$2K | – | 227 |
|
|
2016
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 223 |
|
|
2016
Q3 | – | Sell |
-1,750
| Closed | -$241K | – | 220 |
|
|
2016
Q2 | $241K | Sell |
1,750
-90,902
| -98% | -$12.5M | 0.04% | 113 |
|
|
2016
Q1 | $12.5M | Sell |
92,652
-11,881
| -11% | -$1.6M | 2.1% | 30 |
|
|
2015
Q4 | $13.3M | Sell |
104,533
-2,625
| -2% | -$334K | 2.39% | 14 |
|
|
2015
Q3 | $11.7M | Buy |
107,158
+2,709
| +3% | +$295K | 2.13% | 25 |
|
|
2015
Q2 | $11.1M | Buy |
104,449
+3,665
| +4% | +$388K | 1.92% | 36 |
|
|
2015
Q1 | $10.8M | Buy |
100,784
+4,207
| +4% | +$451K | 1.86% | 34 |
|
|
2014
Q4 | $11.2M | Sell |
96,577
-3,150
| -3% | -$364K | 1.99% | 30 |
|
|
2014
Q3 | $10.3M | Buy |
99,727
+2,075
| +2% | +$214K | 1.97% | 33 |
|
|
2014
Q2 | $10.4M | Buy |
97,652
+1,620
| +2% | +$173K | 1.98% | 32 |
|
|
2014
Q1 | $10.2M | Buy |
96,032
+443
| +0.5% | +$46.8K | 2.03% | 30 |
|
|
2013
Q4 | $9.57M | Sell |
95,589
-3,612
| -4% | -$362K | 1.97% | 31 |
|
|
2013
Q3 | $8.96M | Buy |
99,201
+1,013
| +1% | +$91.5K | 1.96% | 31 |
|
|
2013
Q2 | $9.15M | Buy |
+98,188
| New | +$9.15M | 2.07% | 24 |
|