WFG Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $407K | Sell |
3,152
-227
| -7% | -$29.3K | 0.09% | 229 |
|
|
2017
Q1 | $445K | Buy |
3,379
+239
| +8% | +$31.5K | 0.12% | 188 |
|
|
2016
Q4 | $358K | Sell |
3,140
-5,792
| -65% | -$660K | 0.09% | 251 |
|
|
2016
Q3 | $1.13M | Sell |
8,932
-73
| -0.8% | -$9.21K | 0.28% | 91 |
|
|
2016
Q2 | $1.24M | Buy |
9,005
+89
| +1% | +$12.2K | 0.33% | 78 |
|
|
2016
Q1 | $1.2M | Sell |
8,916
-292
| -3% | -$39.3K | 0.35% | 72 |
|
|
2015
Q4 | $1.17M | Sell |
9,208
-453
| -5% | -$57.7K | 0.35% | 67 |
|
|
2015
Q3 | $1.05M | Sell |
9,661
-1,974
| -17% | -$215K | 0.33% | 70 |
|
|
2015
Q2 | $1.23M | Buy |
11,635
+365
| +3% | +$38.7K | 0.34% | 63 |
|
|
2015
Q1 | $1.21M | Sell |
11,270
-5,308
| -32% | -$568K | 0.34% | 60 |
|
|
2014
Q4 | $1.92M | Sell |
16,578
-2,127
| -11% | -$246K | 0.39% | 48 |
|
|
2014
Q3 | $1.93M | Sell |
18,705
-5,808
| -24% | -$599K | 0.37% | 46 |
|
|
2014
Q2 | $2.61M | Buy |
24,513
+4,166
| +20% | +$444K | 0.49% | 31 |
|
|
2014
Q1 | $2.15M | Sell |
20,347
-2,571
| -11% | -$272K | 0.43% | 33 |
|
|
2013
Q4 | $2.3M | Buy |
22,918
+245
| +1% | +$24.5K | 0.33% | 58 |
|
|
2013
Q3 | $2.05M | Sell |
22,673
-291
| -1% | -$26.3K | 0.32% | 66 |
|
|
2013
Q2 | $2.14M | Buy |
+22,964
| New | +$2.14M | 0.36% | 62 |
|