WPA
Winning Points Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,570
| Closed | -$211K | – | 42 |
|
|
2023
Q1 | $211K | Buy |
1,570
+3
| +0.2% | +$403 | 0.23% | 41 |
|
|
2022
Q4 | $213K | Buy |
+1,567
| New | +$213K | 0.27% | 40 |
|
|
2022
Q3 | – | Sell |
-1,567
| Closed | -$211K | – | 53 |
|
|
2022
Q2 | $211K | Buy |
+1,567
| New | +$211K | 0.23% | 48 |
|
|
2022
Q1 | – | Sell |
-1,875
| Closed | -$250K | – | 71 |
|
|
2021
Q4 | $250K | Buy |
1,875
+330
| +21% | +$44K | 0.18% | 61 |
|
|
2021
Q3 | $205K | Buy |
+1,545
| New | +$205K | 0.15% | 57 |
|
|
2021
Q2 | – | Sell |
-1,514
| Closed | -$211K | – | 60 |
|
|
2021
Q1 | $211K | Buy |
+1,514
| New | +$211K | 0.16% | 59 |
|
|
2020
Q4 | – | Sell |
-1,875
| Closed | -$277K | – | 66 |
|
|
2020
Q3 | $277K | Hold |
1,875
| – | – | 0.24% | 49 |
|
|
2020
Q2 | $265K | Hold |
1,875
| – | – | 0.25% | 46 |
|
|
2020
Q1 | $240K | Hold |
1,875
| – | – | 0.23% | 51 |
|
|
2019
Q4 | $258K | Hold |
1,875
| – | – | 0.16% | 65 |
|
|
2019
Q3 | $266K | Hold |
1,875
| – | – | 0.19% | 62 |
|
|
2019
Q2 | $250K | Hold |
1,875
| – | – | 0.18% | 61 |
|
|
2019
Q1 | $232K | Hold |
1,875
| – | – | 0.18% | 63 |
|
|
2018
Q4 | $210K | Hold |
1,875
| – | – | 0.18% | 65 |
|
|
2018
Q3 | $213K | Buy |
+1,875
| New | +$213K | 0.16% | 68 |
|
|
2018
Q2 | – | Sell |
-1,875
| Closed | -$202K | – | 70 |
|
|
2018
Q1 | $202K | Hold |
1,875
| – | – | 0.16% | 69 |
|
|
2017
Q4 | $226K | Hold |
1,875
| – | – | 0.18% | 65 |
|
|
2017
Q3 | $221K | Buy |
1,875
+200
| +12% | +$23.6K | 0.19% | 63 |
|
|
2017
Q2 | $215K | Sell |
1,675
-200
| -11% | -$25.7K | 0.21% | 65 |
|
|
2017
Q1 | $247K | Buy |
1,875
+40
| +2% | +$5.27K | 0.24% | 60 |
|
|
2016
Q4 | $209K | Buy |
+1,835
| New | +$209K | 0.23% | 60 |
|