APP
Avantax Planning Partners’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
23,385
+1,124
| +5% | +$145K | 0.1% | 110 |
|
|
2025
Q1 | $3.17M | Buy |
22,261
+2,004
| +10% | +$285K | 0.11% | 106 |
|
|
2024
Q4 | $2.65M | Buy |
20,257
+937
| +5% | +$123K | 0.1% | 113 |
|
|
2024
Q3 | $2.75M | Sell |
19,320
-4,102
| -18% | -$584K | 0.1% | 112 |
|
|
2024
Q2 | $3.24M | Buy |
23,422
+9,337
| +66% | +$1.29M | 0.1% | 108 |
|
|
2024
Q1 | $1.82M | Buy |
14,085
+11,254
| +398% | +$1.46M | 0.06% | 151 |
|
|
2023
Q4 | $344K | Buy |
2,831
+412
| +17% | +$50.1K | 0.01% | 281 |
|
|
2023
Q3 | $292K | Sell |
2,419
-4
| -0.2% | -$483 | 0.01% | 287 |
|
|
2023
Q2 | $335K | Buy |
2,423
+5
| +0.2% | +$690 | 0.01% | 276 |
|
|
2023
Q1 | $325K | Sell |
2,418
-283
| -10% | -$38K | 0.01% | 276 |
|
|
2022
Q4 | $367K | Buy |
2,701
+77
| +3% | +$10.5K | 0.01% | 270 |
|
|
2022
Q3 | $295K | Sell |
2,624
-25
| -0.9% | -$2.81K | 0.01% | 283 |
|
|
2022
Q2 | $358K | Buy |
2,649
+219
| +9% | +$29.6K | 0.02% | 250 |
|
|
2022
Q1 | $299K | Sell |
2,430
-102
| -4% | -$12.6K | 0.01% | 283 |
|
|
2021
Q4 | $362K | Buy |
2,532
+37
| +1% | +$5.29K | 0.01% | 246 |
|
|
2021
Q3 | $330K | Buy |
2,495
+3
| +0.1% | +$397 | 0.02% | 240 |
|
|
2021
Q2 | $333K | Sell |
2,492
-262
| -10% | -$35K | 0.02% | 243 |
|
|
2021
Q1 | $383K | Sell |
2,754
-1,008
| -27% | -$140K | 0.02% | 213 |
|
|
2020
Q4 | $507K | Buy |
3,762
+291
| +8% | +$39.2K | 0.03% | 178 |
|
|
2020
Q3 | $513K | Buy |
3,471
+80
| +2% | +$11.8K | 0.03% | 177 |
|
|
2020
Q2 | $479K | Buy |
3,391
+456
| +16% | +$64.4K | 0.03% | 173 |
|
|
2020
Q1 | $375K | Buy |
2,935
+859
| +41% | +$110K | 0.03% | 183 |
|
|
2019
Q4 | $286K | Buy |
2,076
+32
| +2% | +$4.41K | 0.02% | 241 |
|
|
2019
Q3 | $290K | Sell |
2,044
-35
| -2% | -$4.97K | 0.02% | 240 |
|
|
2019
Q2 | $288K | Sell |
2,079
-219
| -10% | -$30.3K | 0.02% | 236 |
|
|
2019
Q1 | $285K | Buy |
2,298
+90
| +4% | +$11.2K | 0.02% | 237 |
|
|
2018
Q4 | $252K | Buy |
2,208
+99
| +5% | +$11.3K | 0.02% | 221 |
|
|
2018
Q3 | $240K | Sell |
2,109
-195
| -8% | -$22.2K | 0.02% | 220 |
|
|
2018
Q2 | $243K | Sell |
2,304
-114
| -5% | -$12K | 0.02% | 209 |
|
|
2018
Q1 | $265K | Buy |
2,418
+509
| +27% | +$55.8K | 0.02% | 247 |
|
|
2017
Q4 | $230K | Sell |
1,909
-1,605
| -46% | -$193K | 0.02% | 275 |
|
|
2017
Q3 | $414K | Buy |
3,514
+2
| +0.1% | +$236 | 0.03% | 232 |
|
|
2017
Q2 | $453K | Buy |
3,512
+7
| +0.2% | +$903 | 0.04% | 202 |
|
|
2017
Q1 | $461K | Sell |
3,505
-18
| -0.5% | -$2.37K | 0.04% | 192 |
|
|
2016
Q4 | $402K | Buy |
+3,523
| New | +$402K | 0.04% | 193 |
|