WEC
Winslow Evans & Crocker’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $256K | Buy |
1,899
+935
| +97% | +$126K | 0.05% | 297 |
|
|
2020
Q3 | $143K | Sell |
964
-25
| -3% | -$3.71K | 0.04% | 311 |
|
|
2020
Q2 | $140K | Sell |
989
-75
| -7% | -$10.6K | 0.04% | 308 |
|
|
2020
Q1 | $138K | Sell |
1,064
-176
| -14% | -$22.8K | 0.05% | 284 |
|
|
2019
Q4 | $172K | Hold |
1,240
| – | – | 0.04% | 304 |
|
|
2019
Q3 | $178K | Hold |
1,240
| – | – | 0.05% | 297 |
|
|
2019
Q2 | $166K | Sell |
1,240
-320
| -21% | -$42.8K | 0.05% | 311 |
|
|
2019
Q1 | $194K | Buy |
1,560
+86
| +6% | +$10.7K | 0.06% | 288 |
|
|
2018
Q4 | $170K | Sell |
1,474
-46
| -3% | -$5.31K | 0.06% | 281 |
|
|
2018
Q3 | $176K | Sell |
1,520
-160
| -10% | -$18.5K | 0.05% | 278 |
|
|
2018
Q2 | $180K | Buy |
1,680
+46
| +3% | +$4.93K | 0.06% | 273 |
|
|
2018
Q1 | $180K | Sell |
1,634
-436
| -21% | -$48K | 0.06% | 269 |
|
|
2017
Q4 | $250K | Buy |
2,070
+676
| +48% | +$81.5K | 0.08% | 228 |
|
|
2017
Q3 | $164K | Sell |
1,394
-1,550
| -53% | -$182K | 0.05% | 287 |
|
|
2017
Q2 | $380K | Sell |
2,944
-186
| -6% | -$24K | 0.1% | 216 |
|
|
2017
Q1 | $412K | Buy |
3,130
+190
| +6% | +$25K | 0.13% | 170 |
|
|
2016
Q4 | $335K | Buy |
2,940
+582
| +25% | +$66.4K | 0.1% | 200 |
|
|
2016
Q3 | $297K | Sell |
2,358
-800
| -25% | -$101K | 0.09% | 236 |
|
|
2016
Q2 | $434K | Sell |
3,158
-100
| -3% | -$13.7K | 0.13% | 163 |
|
|
2016
Q1 | $438K | Hold |
3,258
| – | – | 0.13% | 157 |
|
|
2015
Q4 | $415K | Hold |
3,258
| – | – | 0.12% | 187 |
|
|
2015
Q3 | $355K | Sell |
3,258
-298
| -8% | -$32.5K | 0.11% | 189 |
|
|
2015
Q2 | $377K | Sell |
3,556
-66
| -2% | -$6.99K | 0.11% | 199 |
|
|
2015
Q1 | $388K | Sell |
3,622
-200
| -5% | -$21.4K | 0.11% | 200 |
|
|
2014
Q4 | $441K | Sell |
3,822
-200
| -5% | -$23.1K | 0.13% | 168 |
|
|
2014
Q3 | $433K | Buy |
4,022
+601
| +18% | +$64.6K | 0.12% | 191 |
|
|
2014
Q2 | $380K | Sell |
3,421
-485
| -12% | -$53.9K | 0.13% | 183 |
|
|
2014
Q1 | $431K | Hold |
3,906
| – | – | 0.15% | 159 |
|
|
2013
Q4 | $408K | Buy |
+3,906
| New | +$408K | 0.14% | 176 |
|