Wealthspire Advisors (Maryland)’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.54M | Sell |
10,411
-1,267
| -11% | -$187K | 0.05% | 152 |
|
|
2020
Q2 | $1.65M | Sell |
11,678
-119
| -1% | -$16.8K | 0.12% | 110 |
|
|
2020
Q1 | $1.51M | Sell |
11,797
-132
| -1% | -$16.9K | 0.13% | 104 |
|
|
2019
Q4 | $1.64M | Buy |
11,929
+93
| +0.8% | +$12.8K | 0.11% | 114 |
|
|
2019
Q3 | $1.68M | Sell |
11,836
-53
| -0.4% | -$7.53K | 0.12% | 99 |
|
|
2019
Q2 | $1.59M | Sell |
11,889
-876
| -7% | -$117K | 0.12% | 99 |
|
|
2019
Q1 | $1.58M | Sell |
12,765
-557
| -4% | -$69K | 0.12% | 103 |
|
|
2018
Q4 | $1.52M | Buy |
13,322
+354
| +3% | +$40.3K | 0.14% | 93 |
|
|
2018
Q3 | $1.47M | Sell |
12,968
-24
| -0.2% | -$2.73K | 0.12% | 99 |
|
|
2018
Q2 | $1.37M | Sell |
12,992
-21
| -0.2% | -$2.21K | 0.12% | 101 |
|
|
2018
Q1 | $1.43M | Buy |
13,013
+337
| +3% | +$37.1K | 0.14% | 102 |
|
|
2017
Q4 | $1.53M | Sell |
12,676
-1,476
| -10% | -$178K | 0.15% | 100 |
|
|
2017
Q3 | $1.67M | Buy |
14,152
+3,869
| +38% | +$455K | 0.18% | 87 |
|
|
2017
Q2 | $1.33M | Buy |
10,283
+777
| +8% | +$100K | 0.16% | 99 |
|
|
2017
Q1 | $1.25M | Sell |
9,506
-91
| -0.9% | -$12K | 0.18% | 87 |
|
|
2016
Q4 | $1.1M | Sell |
9,597
-1,401
| -13% | -$160K | 0.16% | 94 |
|
|
2016
Q3 | $1.39M | Sell |
10,998
-97
| -0.9% | -$12.2K | 0.22% | 74 |
|
|
2016
Q2 | $1.53M | Buy |
11,095
+334
| +3% | +$45.9K | 0.25% | 66 |
|
|
2016
Q1 | $1.45M | Sell |
10,761
-689
| -6% | -$92.6K | 0.26% | 65 |
|
|
2015
Q4 | $1.46M | Buy |
+11,450
| New | +$1.46M | 0.27% | 63 |
|