WealthPLAN Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-653
| Closed | -$90.2K | – | 748 |
|
|
2023
Q2 | $90.2K | Sell |
653
-16
| -2% | -$2.21K | 0.01% | 417 |
|
|
2023
Q1 | $89.8K | Buy |
+669
| New | +$89.8K | 0.01% | 447 |
|
|
2019
Q2 | – | Sell |
-1,618
| Closed | -$208K | – | 255 |
|
|
2019
Q1 | $208K | Sell |
1,618
-138
| -8% | -$17.7K | 0.03% | 243 |
|
|
2018
Q4 | $208K | Buy |
+1,756
| New | +$208K | 0.03% | 238 |
|
|
2017
Q2 | – | Sell |
-195
| Closed | -$25.7K | – | 316 |
|
|
2017
Q1 | $25.7K | Buy |
+195
| New | +$25.7K | 0.09% | 159 |
|
|
2016
Q3 | $229K | Sell |
1,858
-1,792
| -49% | -$221K | 0.07% | 136 |
|
|
2016
Q2 | $257K | Buy |
+3,650
| New | +$257K | 0.03% | 323 |
|
|
2015
Q4 | $64.5K | Buy |
+1,238
| New | +$64.5K | 0.01% | 549 |
|
|
2015
Q2 | $39K | Sell |
365
-919
| -72% | -$98.2K | 0.02% | 200 |
|
|
2015
Q1 | $136K | Buy |
+1,284
| New | +$136K | 0.06% | 146 |
|