West Coast Financial’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,938
| Closed | -$560K | – | 85 |
|
|
2025
Q1 | $560K | Sell |
3,938
-124
| -3% | -$17.6K | 0.06% | 100 |
|
|
2024
Q4 | $532K | Buy |
4,062
+124
| +3% | +$16.2K | 0.06% | 103 |
|
|
2024
Q3 | $560K | Hold |
3,938
| – | – | 0.06% | 100 |
|
|
2024
Q2 | $544K | Hold |
3,938
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $509K | Hold |
3,938
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $479K | Buy |
+3,938
| New | +$479K | 0.06% | 96 |
|
|
2017
Q4 | – | Sell |
-2,340
| Closed | -$275K | – | 123 |
|
|
2017
Q3 | $275K | Buy |
2,340
+303
| +15% | +$35.6K | 0.07% | 117 |
|
|
2017
Q2 | $263K | Hold |
2,037
| – | – | 0.08% | 102 |
|
|
2017
Q1 | $268K | Sell |
2,037
-402
| -16% | -$52.9K | 0.09% | 105 |
|
|
2016
Q4 | $272K | Buy |
2,439
+165
| +7% | +$18.4K | 0.09% | 107 |
|
|
2016
Q3 | $287K | Hold |
2,274
| – | – | 0.09% | 109 |
|
|
2016
Q2 | $313K | Buy |
2,274
+400
| +21% | +$55.1K | 0.11% | 85 |
|
|
2016
Q1 | $252K | Sell |
1,874
-250
| -12% | -$33.6K | 0.1% | 78 |
|
|
2015
Q4 | $270K | Hold |
2,124
| – | – | 0.11% | 83 |
|
|
2015
Q3 | $232K | Hold |
2,124
| – | – | 0.1% | 84 |
|
|
2015
Q2 | $225K | Hold |
2,124
| – | – | 0.1% | 88 |
|
|
2015
Q1 | $228K | Sell |
2,124
-1,000
| -32% | -$107K | 0.11% | 89 |
|
|
2014
Q4 | $361K | Sell |
3,124
-134
| -4% | -$15.5K | 0.19% | 70 |
|
|
2014
Q3 | $336K | Hold |
3,258
| – | – | 0.19% | 72 |
|
|
2014
Q2 | $347K | Sell |
3,258
-235
| -7% | -$25K | 0.18% | 74 |
|
|
2014
Q1 | $369K | Buy |
3,493
+261
| +8% | +$27.6K | 0.19% | 77 |
|
|
2013
Q4 | $324K | Sell |
3,232
-52
| -2% | -$5.21K | 0.17% | 77 |
|
|
2013
Q3 | $297K | Buy |
3,284
+52
| +2% | +$4.7K | 0.16% | 78 |
|
|
2013
Q2 | $301K | Buy |
+3,232
| New | +$301K | 0.16% | 83 |
|