Wagner Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-207
| Closed | -$23K | – | 505 |
|
|
2022
Q3 | $23K | Buy |
207
+2
| +1% | +$222 | 0.02% | 294 |
|
|
2022
Q2 | $28K | Buy |
+205
| New | +$28K | 0.02% | 273 |
|
|
2022
Q1 | – | Sell |
-203
| Closed | -$29K | – | 442 |
|
|
2021
Q4 | $29K | Buy |
203
+46
| +29% | +$6.57K | 0.02% | 334 |
|
|
2021
Q3 | $20K | Buy |
157
+3
| +2% | +$382 | 0.02% | 367 |
|
|
2021
Q2 | $21K | Hold |
154
| – | – | 0.02% | 377 |
|
|
2021
Q1 | $21K | Buy |
+154
| New | +$21K | 0.02% | 351 |
|
|
2018
Q3 | $174K | Sell |
1,534
-50
| -3% | -$5.67K | 0.12% | 133 |
|
|
2018
Q2 | $167K | Sell |
1,584
-240
| -13% | -$25.3K | 0.12% | 126 |
|
|
2018
Q1 | $201K | Hold |
1,824
| – | – | 0.15% | 104 |
|
|
2017
Q4 | $206K | Buy |
+1,824
| New | +$206K | 0.15% | 105 |
|