Accel Wealth Management’s Kimberly-Clark KMB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-707
Closed -$94.9K 546
2023
Q1
$94.9K Sell
707
-99
-12% -$13.3K 0.04% 346
2022
Q4
$109K Buy
806
+200
+33% +$27.2K 0.05% 230
2022
Q3
$70K Sell
606
-457
-43% -$52.8K 0.04% 309
2022
Q2
$143K Buy
1,063
+3
+0.3% +$404 0.08% 184
2022
Q1
$133K Buy
1,060
+1
+0.1% +$125 0.07% 213
2021
Q4
$151K Buy
1,059
+706
+200% +$101K 0.07% 198
2021
Q3
$47K Sell
353
-107
-23% -$14.2K 0.03% 332
2021
Q2
$62K Hold
460
0.04% 304
2021
Q1
$64K Buy
460
+1
+0.2% +$139 0.05% 279
2020
Q4
$62K Buy
+459
New +$62K 0.06% 257