Winfield Associates’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-250
| Closed | -$31K | – | 396 |
|
|
2017
Q4 | $31K | Sell |
250
-1,500
| -86% | -$186K | 0.02% | 237 |
|
|
2017
Q3 | $206K | Hold |
1,750
| – | – | 0.11% | 120 |
|
|
2017
Q2 | $226K | Hold |
1,750
| – | – | 0.12% | 112 |
|
|
2017
Q1 | $230K | Hold |
1,750
| – | – | 0.13% | 116 |
|
|
2016
Q4 | $200K | Hold |
1,750
| – | – | 0.12% | 115 |
|
|
2016
Q3 | $221K | Hold |
1,750
| – | – | 0.14% | 109 |
|
|
2016
Q2 | $241K | Sell |
1,750
-50
| -3% | -$6.89K | 0.16% | 99 |
|
|
2016
Q1 | $242K | Buy |
1,800
+50
| +3% | +$6.72K | 0.16% | 95 |
|
|
2015
Q4 | $223K | Sell |
1,750
-250
| -13% | -$31.9K | 0.15% | 100 |
|
|
2015
Q3 | $218K | Hold |
2,000
| – | – | 0.16% | 96 |
|
|
2015
Q2 | $212K | Hold |
2,000
| – | – | 0.15% | 105 |
|
|
2015
Q1 | $214K | Sell |
2,000
-6,950
| -78% | -$744K | 0.15% | 109 |
|
|
2014
Q4 | $1.03M | Sell |
8,950
-385
| -4% | -$44.5K | 0.76% | 40 |
|
|
2014
Q3 | $963K | Buy |
9,335
+11
| +0.1% | +$1.14K | 0.72% | 44 |
|
|
2014
Q2 | $994K | Buy |
9,324
+867
| +10% | +$92.4K | 0.72% | 50 |
|
|
2014
Q1 | $894K | Buy |
8,457
+11
| +0.1% | +$1.16K | 0.74% | 47 |
|
|
2013
Q4 | $846K | Buy |
+8,446
| New | +$846K | 0.7% | 47 |
|