AWM
Avior Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,220
| Closed | -$149K | – | 1603 |
|
|
2024
Q4 | $149K | Sell |
1,220
-350
| -22% | -$42.6K | 0.01% | 791 |
|
|
2024
Q3 | $203K | Sell |
1,570
-26
| -2% | -$3.36K | 0.01% | 689 |
|
|
2024
Q2 | $203K | Sell |
1,596
-263
| -14% | -$33.5K | 0.01% | 668 |
|
|
2024
Q1 | $231K | Buy |
1,859
+601
| +48% | +$74.6K | 0.01% | 672 |
|
|
2023
Q4 | $150K | Sell |
1,258
-343
| -21% | -$40.8K | 0.01% | 556 |
|
|
2023
Q3 | $191K | Sell |
1,601
-11
| -0.7% | -$1.31K | 0.01% | 532 |
|
|
2023
Q2 | $205K | Hold |
1,612
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $202K | Buy |
1,612
+349
| +28% | +$43.8K | 0.01% | 524 |
|
|
2022
Q4 | $156K | Buy |
1,263
+2
| +0.2% | +$247 | 0.01% | 499 |
|
|
2022
Q3 | $146K | Hold |
1,261
| – | – | 0.01% | 489 |
|
|
2022
Q2 | $155K | Buy |
1,261
+3
| +0.2% | +$369 | 0.02% | 450 |
|
|
2022
Q1 | $150K | Sell |
1,258
-100
| -7% | -$11.9K | 0.01% | 463 |
|
|
2021
Q4 | $172K | Sell |
1,358
-100
| -7% | -$12.7K | 0.01% | 445 |
|
|
2021
Q3 | $180K | Buy |
1,458
+200
| +16% | +$24.7K | 0.01% | 430 |
|
|
2021
Q2 | $154K | Sell |
1,258
-9
| -0.7% | -$1.1K | 0.02% | 426 |
|
|
2021
Q1 | $158K | Sell |
1,267
-53
| -4% | -$6.61K | 0.02% | 416 |
|
|
2020
Q4 | $163K | Buy |
1,320
+54
| +4% | +$6.67K | 0.02% | 397 |
|
|
2020
Q3 | $161K | Sell |
1,266
-1,546
| -55% | -$197K | 0.02% | 392 |
|
|
2020
Q2 | $376K | Sell |
2,812
-567
| -17% | -$75.8K | 0.06% | 290 |
|
|
2020
Q1 | $423K | Sell |
3,379
-115
| -3% | -$14.4K | 0.08% | 223 |
|
|
2019
Q4 | $462K | Buy |
3,494
+121
| +4% | +$16K | 0.07% | 239 |
|
|
2019
Q3 | $456K | Buy |
3,373
+2,240
| +198% | +$303K | 0.08% | 232 |
|
|
2019
Q2 | $137K | Buy |
1,133
+9
| +0.8% | +$1.09K | 0.02% | 392 |
|
|
2019
Q1 | $133K | Hold |
1,124
| – | – | 0.03% | 383 |
|
|
2018
Q4 | $131K | Sell |
1,124
-16
| -1% | -$1.87K | 0.03% | 394 |
|
|
2018
Q3 | $133K | Hold |
1,140
| – | – | 0.03% | 416 |
|
|
2018
Q2 | $131K | Sell |
1,140
-8,875
| -89% | -$1.02M | 0.03% | 418 |
|
|
2018
Q1 | $1.11M | Sell |
10,015
-125
| -1% | -$13.9K | 0.26% | 95 |
|
|
2017
Q4 | $1.22M | Sell |
10,140
-183
| -2% | -$22K | 0.27% | 95 |
|
|
2017
Q3 | $1.22M | Buy |
10,323
+314
| +3% | +$37.2K | 0.4% | 86 |
|
|
2017
Q2 | $1.29M | Buy |
10,009
+122
| +1% | +$15.7K | 0.53% | 66 |
|
|
2017
Q1 | $1.3M | Sell |
9,887
-287
| -3% | -$37.7K | 0.43% | 76 |
|
|
2016
Q4 | $1.18M | Buy |
10,174
+175
| +2% | +$20.3K | 0.44% | 82 |
|
|
2016
Q3 | $1.26M | Buy |
9,999
+993
| +11% | +$126K | 0.5% | 71 |
|
|
2016
Q2 | $1.23M | Buy |
9,006
+70
| +0.8% | +$9.57K | 0.52% | 63 |
|
|
2016
Q1 | $1.2M | Buy |
8,936
+584
| +7% | +$78.6K | 0.53% | 64 |
|
|
2015
Q4 | $1.06M | Buy |
8,352
+471
| +6% | +$59.9K | 0.58% | 56 |
|
|
2015
Q3 | $859K | Buy |
7,881
+7,561
| +2,363% | +$824K | 0.5% | 67 |
|
|
2015
Q2 | $34K | Buy |
320
+220
| +220% | +$23.4K | 0.03% | 165 |
|
|
2015
Q1 | $11K | Buy |
+100
| New | +$11K | 0.01% | 246 |
|