WealthTrust Fairport’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $69K | Sell |
559
-855
| -60% | -$106K | 0.01% | 215 |
|
|
2018
Q4 | $161K | Sell |
1,414
-299
| -17% | -$34K | 0.02% | 164 |
|
|
2018
Q3 | $195K | Sell |
1,713
-1,097
| -39% | -$125K | 0.02% | 163 |
|
|
2018
Q2 | $296K | Sell |
2,810
-22,788
| -89% | -$2.4M | 0.03% | 155 |
|
|
2018
Q1 | $2.82M | Sell |
25,598
-3,266
| -11% | -$360K | 0.28% | 71 |
|
|
2017
Q4 | $3.48M | Sell |
28,864
-562
| -2% | -$67.8K | 0.35% | 67 |
|
|
2017
Q3 | $3.46M | Sell |
29,426
-94
| -0.3% | -$11.1K | 0.37% | 70 |
|
|
2017
Q2 | $3.81M | Sell |
29,520
-1,172
| -4% | -$151K | 0.42% | 63 |
|
|
2017
Q1 | $4.04M | Sell |
30,692
-264
| -0.9% | -$34.8K | 0.45% | 61 |
|
|
2016
Q4 | $3.53M | Sell |
30,956
-17,171
| -36% | -$1.96M | 0.42% | 64 |
|
|
2016
Q3 | $6.07M | Buy |
48,127
+1,309
| +3% | +$165K | 0.75% | 42 |
|
|
2016
Q2 | $6.44M | Buy |
46,818
+4,168
| +10% | +$573K | 0.83% | 38 |
|
|
2016
Q1 | $5.74M | Buy |
42,650
+2,436
| +6% | +$328K | 0.77% | 42 |
|
|
2015
Q4 | $5.12M | Buy |
40,214
+184
| +0.5% | +$23.4K | 0.7% | 49 |
|
|
2015
Q3 | $4.37M | Buy |
40,030
+920
| +2% | +$100K | 0.65% | 49 |
|
|
2015
Q2 | $4.15M | Sell |
39,110
-3,023
| -7% | -$320K | 0.57% | 54 |
|
|
2015
Q1 | $4.51M | Sell |
42,133
-585
| -1% | -$62.7K | 0.62% | 54 |
|
|
2014
Q4 | $4.94M | Buy |
42,718
+564
| +1% | +$65.2K | 0.7% | 55 |
|
|
2014
Q3 | $4.35M | Sell |
42,154
-1,171
| -3% | -$121K | 0.65% | 59 |
|
|
2014
Q2 | $4.62M | Sell |
43,325
-914
| -2% | -$97.5K | 0.68% | 54 |
|
|
2014
Q1 | $4.68M | Sell |
44,239
-2,576
| -6% | -$272K | 0.72% | 55 |
|
|
2013
Q4 | $4.69M | Sell |
46,815
-3,329
| -7% | -$333K | 0.73% | 54 |
|
|
2013
Q3 | $4.53M | Sell |
50,144
-1,335
| -3% | -$121K | 0.75% | 51 |
|
|
2013
Q2 | $4.8M | Buy |
+51,479
| New | +$4.8M | 0.84% | 46 |
|