YorkBridge Wealth Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $450K | Sell |
3,313
-52
| -2% | -$7.06K | 0.11% | 138 |
|
|
2022
Q3 | $379K | Buy |
3,365
+52
| +2% | +$5.86K | 0.1% | 146 |
|
|
2022
Q2 | $448K | Hold |
3,313
| – | – | 0.12% | 135 |
|
|
2022
Q1 | $408K | Hold |
3,313
| – | – | 0.09% | 172 |
|
|
2021
Q4 | $473K | Sell |
3,313
-575
| -15% | -$82.1K | 0.11% | 145 |
|
|
2021
Q3 | $515K | Buy |
3,888
+464
| +14% | +$61.5K | 0.13% | 123 |
|
|
2021
Q2 | $458K | Hold |
3,424
| – | – | 0.12% | 136 |
|
|
2021
Q1 | $476K | Buy |
3,424
+36
| +1% | +$5.01K | 0.14% | 121 |
|
|
2020
Q4 | $457K | Sell |
3,388
-325
| -9% | -$43.8K | 0.15% | 110 |
|
|
2020
Q3 | $548K | Hold |
3,713
| – | – | 0.23% | 88 |
|
|
2020
Q2 | $525K | Sell |
3,713
-25
| -0.7% | -$3.54K | 0.24% | 86 |
|
|
2020
Q1 | $478K | Sell |
3,738
-25
| -0.7% | -$3.2K | 0.29% | 82 |
|
|
2019
Q4 | $518K | Sell |
3,763
-786
| -17% | -$108K | 0.24% | 100 |
|
|
2019
Q3 | $646K | Sell |
4,549
-475
| -9% | -$67.5K | 0.33% | 82 |
|
|
2019
Q2 | $670K | Sell |
5,024
-300
| -6% | -$40K | 0.3% | 79 |
|
|
2019
Q1 | $660K | Sell |
5,324
-104
| -2% | -$12.9K | 0.3% | 76 |
|
|
2018
Q4 | $618K | Sell |
5,428
-235
| -4% | -$26.8K | 0.33% | 76 |
|
|
2018
Q3 | $643K | Sell |
5,663
-952
| -14% | -$108K | 0.29% | 80 |
|
|
2018
Q2 | $697K | Buy |
6,615
+93
| +1% | +$9.8K | 0.31% | 79 |
|
|
2018
Q1 | $692K | Buy |
6,522
+188
| +3% | +$19.9K | 0.32% | 81 |
|
|
2017
Q4 | $709K | Buy |
6,334
+71
| +1% | +$7.95K | 0.34% | 75 |
|
|
2017
Q3 | $737K | Sell |
6,263
-12
| -0.2% | -$1.41K | 0.38% | 68 |
|
|
2017
Q2 | $806K | Sell |
6,275
-451
| -7% | -$57.9K | 0.43% | 62 |
|
|
2017
Q1 | $852K | Sell |
6,726
-83
| -1% | -$10.5K | 0.45% | 60 |
|
|
2016
Q4 | $789K | Buy |
+6,809
| New | +$789K | 0.47% | 60 |
|