Wintrust Investments’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-354
| Closed | -$50K | – | 480 |
|
|
2024
Q3 | $50K | Sell |
354
-2,868
| -89% | -$405K | 0.04% | 309 |
|
|
2024
Q2 | $445K | Hold |
3,222
| – | – | 0.04% | 307 |
|
|
2024
Q1 | $417K | Buy |
3,222
+1
| +0% | +$129 | 0.04% | 309 |
|
|
2023
Q4 | $391K | Buy |
+3,221
| New | +$391K | 0.04% | 312 |
|
|
2023
Q3 | – | Sell |
-1,465
| Closed | -$202K | – | 423 |
|
|
2023
Q2 | $202K | Buy |
+1,465
| New | +$202K | 0.02% | 409 |
|
|
2023
Q1 | – | Sell |
-1,651
| Closed | -$224K | – | 361 |
|
|
2022
Q4 | $224K | Buy |
+1,651
| New | +$224K | 0.03% | 338 |
|
|
2022
Q3 | – | Sell |
-1,638
| Closed | -$221K | – | 399 |
|
|
2022
Q2 | $221K | Sell |
1,638
-58
| -3% | -$7.83K | 0.03% | 345 |
|
|
2022
Q1 | $209K | Sell |
1,696
-94
| -5% | -$11.6K | 0.02% | 387 |
|
|
2021
Q4 | $256K | Buy |
+1,790
| New | +$256K | 0.02% | 365 |
|
|
2021
Q3 | – | Sell |
-1,891
| Closed | -$253K | – | 346 |
|
|
2021
Q2 | $253K | Sell |
1,891
-189
| -9% | -$25.3K | 0.03% | 370 |
|
|
2021
Q1 | $289K | Buy |
2,080
+501
| +32% | +$69.6K | 0.03% | 334 |
|
|
2020
Q4 | $213K | Buy |
1,579
+162
| +11% | +$21.9K | 0.06% | 170 |
|
|
2020
Q3 | $209K | Sell |
1,417
-55
| -4% | -$8.11K | 0.03% | 325 |
|
|
2020
Q2 | $208K | Buy |
+1,472
| New | +$208K | 0.03% | 323 |
|
|
2019
Q3 | – | Sell |
-1,871
| Closed | -$249K | – | 370 |
|
|
2019
Q2 | $249K | Buy |
1,871
+101
| +6% | +$13.4K | 0.04% | 319 |
|
|
2019
Q1 | $219K | Sell |
1,770
-223
| -11% | -$27.6K | 0.04% | 321 |
|
|
2018
Q4 | $227K | Buy |
1,993
+32
| +2% | +$3.65K | 0.04% | 293 |
|
|
2018
Q3 | $223K | Buy |
+1,961
| New | +$223K | 0.04% | 327 |
|
|
2018
Q1 | – | Sell |
-7,824
| Closed | -$944K | – | 278 |
|
|
2017
Q4 | $944K | Buy |
7,824
+200
| +3% | +$24.1K | 0.22% | 106 |
|
|
2017
Q3 | $897K | Hold |
7,624
| – | – | 0.23% | 105 |
|
|
2017
Q2 | $984K | Buy |
7,624
+293
| +4% | +$37.8K | 0.26% | 96 |
|
|
2017
Q1 | $965K | Buy |
+7,331
| New | +$965K | 0.27% | 86 |
|