Whitegate Investment Counselors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,885
| Closed | -$250K | – | 139 |
|
|
2021
Q3 | $250K | Hold |
1,885
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $252K | Sell |
1,885
-150
| -7% | -$20.1K | 0.04% | 199 |
|
|
2021
Q1 | $283K | Sell |
2,035
-200
| -9% | -$27.8K | 0.04% | 182 |
|
|
2020
Q4 | $301K | Hold |
2,235
| – | – | 0.05% | 173 |
|
|
2020
Q3 | $330K | Hold |
2,235
| – | – | 0.06% | 162 |
|
|
2020
Q2 | $316K | Hold |
2,235
| – | – | 0.06% | 160 |
|
|
2020
Q1 | $286K | Sell |
2,235
-200
| -8% | -$25.6K | 0.07% | 150 |
|
|
2019
Q4 | $335K | Sell |
2,435
-100
| -4% | -$13.8K | 0.06% | 161 |
|
|
2019
Q3 | $360K | Hold |
2,535
| – | – | 0.07% | 153 |
|
|
2019
Q2 | $338K | Hold |
2,535
| – | – | 0.07% | 152 |
|
|
2019
Q1 | $314K | Hold |
2,535
| – | – | 0.07% | 155 |
|
|
2018
Q4 | $289K | Buy |
+2,535
| New | +$289K | 0.07% | 156 |
|
|
2018
Q3 | – | Sell |
-2,285
| Closed | -$241K | – | 183 |
|
|
2018
Q2 | $241K | Hold |
2,285
| – | – | 0.05% | 170 |
|
|
2018
Q1 | $252K | Sell |
2,285
-125
| -5% | -$13.8K | 0.05% | 167 |
|
|
2017
Q4 | $291K | Sell |
2,410
-200
| -8% | -$24.1K | 0.06% | 156 |
|
|
2017
Q3 | $307K | Hold |
2,610
| – | – | 0.07% | 151 |
|
|
2017
Q2 | $337K | Hold |
2,610
| – | – | 0.08% | 145 |
|
|
2017
Q1 | $344K | Hold |
2,610
| – | – | 0.08% | 142 |
|
|
2016
Q4 | $298K | Sell |
2,610
-35
| -1% | -$4K | 0.08% | 134 |
|
|
2016
Q3 | $334K | Hold |
2,645
| – | – | 0.09% | 127 |
|
|
2016
Q2 | $364K | Buy |
+2,645
| New | +$364K | 0.1% | 122 |
|
|
2014
Q1 | $365K | Buy |
+2,832
| New | +$365K | 0.1% | 120 |
|