AWM
Aries Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
2,732
-330
| -11% | -$42.5K | 0.09% | 164 |
|
|
2025
Q1 | $435K | Buy |
3,062
+330
| +12% | +$46.9K | 0.12% | 148 |
|
|
2024
Q4 | $358K | Hold |
2,732
| – | – | 0.1% | 166 |
|
|
2024
Q3 | $389K | Sell |
2,732
-400
| -13% | -$56.9K | 0.11% | 158 |
|
|
2024
Q2 | $433K | Hold |
3,132
| – | – | 0.14% | 130 |
|
|
2024
Q1 | $405K | Hold |
3,132
| – | – | 0.13% | 138 |
|
|
2023
Q4 | $381K | Hold |
3,132
| – | – | 0.14% | 136 |
|
|
2023
Q3 | $381K | Hold |
3,132
| – | – | 0.15% | 128 |
|
|
2023
Q2 | $432K | Hold |
3,132
| – | – | 0.17% | 125 |
|
|
2023
Q1 | $420K | Sell |
3,132
-9
| -0.3% | -$1.21K | 0.17% | 126 |
|
|
2022
Q4 | $426K | Sell |
3,141
-110
| -3% | -$14.9K | 0.18% | 118 |
|
|
2022
Q3 | $405K | Sell |
3,251
-49
| -1% | -$6.1K | 0.18% | 115 |
|
|
2022
Q2 | $446K | Buy |
+3,300
| New | +$446K | 0.2% | 105 |
|
|
2022
Q1 | – | Sell |
-3,600
| Closed | -$515K | – | 151 |
|
|
2021
Q4 | $515K | Hold |
3,600
| – | – | 0.2% | 106 |
|
|
2021
Q3 | $477K | Sell |
3,600
-25
| -0.7% | -$3.31K | 0.2% | 106 |
|
|
2021
Q2 | $485K | Sell |
3,625
-400
| -10% | -$53.5K | 0.21% | 98 |
|
|
2021
Q1 | $548K | Hold |
4,025
| – | – | 0.25% | 90 |
|
|
2020
Q4 | $530K | Sell |
4,025
-424
| -10% | -$55.8K | 0.26% | 85 |
|
|
2020
Q3 | $657K | Hold |
4,449
| – | – | 0.37% | 64 |
|
|
2020
Q2 | $629K | Sell |
4,449
-76
| -2% | -$10.7K | 0.38% | 64 |
|
|
2020
Q1 | $585K | Sell |
4,525
-467
| -9% | -$60.4K | 0.45% | 60 |
|
|
2019
Q4 | $679K | Hold |
4,992
| – | – | 0.41% | 65 |
|
|
2019
Q3 | $687K | Buy |
4,992
+100
| +2% | +$13.8K | 0.46% | 62 |
|
|
2019
Q2 | $670K | Hold |
4,892
| – | – | 0.47% | 57 |
|
|
2019
Q1 | $606K | Buy |
4,892
+892
| +22% | +$110K | 0.45% | 60 |
|
|
2018
Q4 | $456K | Hold |
4,000
| – | – | 0.48% | 64 |
|
|
2018
Q3 | $455K | Hold |
4,000
| – | – | 0.41% | 67 |
|
|
2018
Q2 | $455K | Hold |
4,000
| – | – | 0.42% | 68 |
|
|
2018
Q1 | $434K | Hold |
4,000
| – | – | 0.42% | 70 |
|
|
2017
Q4 | $462K | Buy |
+4,000
| New | +$462K | 0.43% | 71 |
|