WKWM
Walter & Keenan Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,526
| Closed | -$341K | – | 151 |
|
|
2020
Q4 | $341K | Buy |
2,526
+152
| +6% | +$20.5K | 0.12% | 107 |
|
|
2020
Q3 | $351K | Sell |
2,374
-125
| -5% | -$18.5K | 0.14% | 103 |
|
|
2020
Q2 | $353K | Buy |
+2,499
| New | +$353K | 0.14% | 101 |
|
|
2020
Q1 | – | Sell |
-2,483
| Closed | -$342K | – | 152 |
|
|
2019
Q4 | $342K | Buy |
2,483
+85
| +4% | +$11.7K | 0.13% | 116 |
|
|
2019
Q3 | $341K | Buy |
2,398
+690
| +40% | +$98.1K | 0.13% | 116 |
|
|
2019
Q2 | $228K | Hold |
1,708
| – | – | 0.1% | 136 |
|
|
2019
Q1 | $212K | Sell |
1,708
-916
| -35% | -$114K | 0.09% | 149 |
|
|
2018
Q4 | $299K | Hold |
2,624
| – | – | 0.13% | 118 |
|
|
2018
Q3 | $298 | Hold |
2,624
| – | – | 0.09% | 130 |
|
|
2018
Q2 | $276K | Sell |
2,624
-1,000
| -28% | -$105K | 0.12% | 137 |
|
|
2018
Q1 | $399K | Buy |
3,624
+374
| +12% | +$41.2K | 0.17% | 113 |
|
|
2017
Q4 | $392K | Buy |
+3,250
| New | +$392K | 0.16% | 109 |
|
|
2017
Q3 | – | Sell |
-2,444
| Closed | -$316K | – | 168 |
|
|
2017
Q2 | $316K | Hold |
2,444
| – | – | 0.16% | 111 |
|
|
2017
Q1 | $322K | Sell |
2,444
-206
| -8% | -$27.1K | 0.17% | 104 |
|
|
2016
Q4 | $302K | Buy |
2,650
+606
| +30% | +$69.1K | 0.16% | 108 |
|
|
2016
Q3 | $258K | Hold |
2,044
| – | – | 0.14% | 121 |
|
|
2016
Q2 | $281K | Hold |
2,044
| – | – | 0.16% | 107 |
|
|
2016
Q1 | $275K | Sell |
2,044
-350
| -15% | -$47.1K | 0.16% | 108 |
|
|
2015
Q4 | $305K | Hold |
2,394
| – | – | 0.18% | 104 |
|
|
2015
Q3 | $261K | Hold |
2,394
| – | – | 0.16% | 115 |
|
|
2015
Q2 | $254K | Hold |
2,394
| – | – | 0.15% | 120 |
|
|
2015
Q1 | $256K | Hold |
2,394
| – | – | 0.14% | 120 |
|
|
2014
Q4 | $277K | Hold |
2,394
| – | – | 0.16% | 115 |
|
|
2014
Q3 | $258K | Hold |
2,394
| – | – | 0.15% | 121 |
|
|
2014
Q2 | $266K | Hold |
2,394
| – | – | 0.14% | 120 |
|
|
2014
Q1 | $264K | Buy |
+2,394
| New | +$264K | 0.14% | 114 |
|