Arete Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Sell |
4,568
-23
| -0.5% | -$2.97K | 0.04% | 367 |
|
|
2025
Q1 | $653K | Sell |
4,591
-332
| -7% | -$47.2K | 0.05% | 323 |
|
|
2024
Q4 | $644K | Buy |
4,923
+2,257
| +85% | +$295K | 0.05% | 345 |
|
|
2024
Q3 | $380K | Sell |
2,666
-2,223
| -45% | -$317K | 0.03% | 452 |
|
|
2024
Q2 | $676K | Buy |
+4,889
| New | +$676K | 0.06% | 324 |
|
|
2024
Q1 | – | Sell |
-4,736
| Closed | -$575K | – | 565 |
|
|
2023
Q4 | $575K | Sell |
4,736
-240
| -5% | -$29.2K | 0.04% | 368 |
|
|
2023
Q3 | $601K | Buy |
4,976
+932
| +23% | +$113K | 0.1% | 206 |
|
|
2023
Q2 | $558K | Sell |
4,044
-545
| -12% | -$75.2K | 0.05% | 336 |
|
|
2023
Q1 | $616K | Sell |
4,589
-42
| -0.9% | -$5.64K | 0.05% | 295 |
|
|
2022
Q4 | $629M | Sell |
4,631
-324
| -7% | -$44M | 0.06% | 283 |
|
|
2022
Q3 | $558K | Buy |
+4,955
| New | +$558K | 0.05% | 277 |
|
|
2020
Q4 | – | Sell |
-1,380
| Closed | -$203K | – | 425 |
|
|
2020
Q3 | $203K | Buy |
+1,380
| New | +$203K | 0.03% | 357 |
|
|
2020
Q1 | – | Sell |
-1,532
| Closed | -$211K | – | 383 |
|
|
2019
Q4 | $211K | Hold |
1,532
| – | – | 0.04% | 362 |
|
|
2019
Q3 | $218K | Hold |
1,532
| – | – | 0.04% | 353 |
|
|
2019
Q2 | $204K | Buy |
+1,532
| New | +$204K | 0.04% | 368 |
|
|
2016
Q4 | – | Sell |
-8,295
| Closed | -$1.05M | – | 193 |
|
|
2016
Q3 | $1.05M | Buy |
8,295
+56
| +0.7% | +$7.06K | 0.6% | 37 |
|
|
2016
Q2 | $1.13M | Buy |
+8,239
| New | +$1.13M | 0.71% | 31 |
|