Willingdon Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20
| Closed | -$3K | – | 464 |
|
|
2019
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 314 |
|
|
2018
Q4 | – | Sell |
-23
| Closed | -$3K | – | 375 |
|
|
2018
Q3 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 351 |
|
|
2018
Q1 | – | Sell |
-7,317
| Closed | -$883K | – | 367 |
|
|
2017
Q4 | $883K | Buy |
7,317
+723
| +11% | +$87.3K | 0.29% | 90 |
|
|
2017
Q3 | $776K | Sell |
6,594
-4,667
| -41% | -$549K | 0.28% | 87 |
|
|
2017
Q2 | $1.45M | Buy |
11,261
+66
| +0.6% | +$8.52K | 0.58% | 80 |
|
|
2017
Q1 | $1.47M | Buy |
11,195
+1,126
| +11% | +$148K | 0.6% | 70 |
|
|
2016
Q4 | $1.15M | Sell |
10,069
-730
| -7% | -$83.3K | 0.54% | 72 |
|
|
2016
Q3 | $1.36M | Sell |
10,799
-2,664
| -20% | -$336K | 0.69% | 68 |
|
|
2016
Q2 | $1.85M | Sell |
13,463
-727
| -5% | -$100K | 0.95% | 45 |
|
|
2016
Q1 | $1.91M | Buy |
+14,190
| New | +$1.91M | 1.17% | 32 |
|
|
2014
Q4 | – | Sell |
-11,583
| Closed | -$1.2M | – | 87 |
|
|
2014
Q3 | $1.2M | Buy |
11,583
+868
| +8% | +$89.6K | 0.79% | 51 |
|
|
2014
Q2 | $1.14M | Buy |
10,715
+352
| +3% | +$37.5K | 0.79% | 52 |
|
|
2014
Q1 | $1.1M | Buy |
10,363
+251
| +2% | +$26.5K | 0.77% | 52 |
|
|
2013
Q4 | $1.01M | Buy |
+10,112
| New | +$1.01M | 0.79% | 48 |
|