Westshore Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,100
| Closed | -$686K | – | 110 |
|
|
2022
Q3 | $686K | Sell |
6,100
-500
| -8% | -$56.2K | 0.47% | 21 |
|
|
2022
Q2 | $892K | Buy |
6,600
+100
| +2% | +$13.5K | 0.58% | 18 |
|
|
2022
Q1 | $801K | Sell |
6,500
-492
| -7% | -$60.6K | 0.54% | 25 |
|
|
2021
Q4 | $999K | Sell |
6,992
-108
| -2% | -$15.4K | 0.68% | 20 |
|
|
2021
Q3 | $940K | Sell |
7,100
-1,648
| -19% | -$218K | 0.76% | 21 |
|
|
2021
Q2 | $1.17M | Buy |
8,748
+3,000
| +52% | +$401K | 0.6% | 31 |
|
|
2021
Q1 | $799K | Buy |
+5,748
| New | +$799K | 0.46% | 38 |
|