BWA
Blodgett Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Hold |
3,912
| – | – | 0.4% | 36 |
|
|
2025
Q1 | $556K | Hold |
3,912
| – | – | 0.47% | 34 |
|
|
2024
Q4 | $513K | Hold |
3,912
| – | – | 0.4% | 33 |
|
|
2024
Q3 | $557K | Hold |
3,912
| – | – | 0.47% | 31 |
|
|
2024
Q2 | $541K | Hold |
3,912
| – | – | 0.46% | 30 |
|
|
2024
Q1 | $506K | Sell |
3,912
-200
| -5% | -$25.9K | 0.46% | 31 |
|
|
2023
Q4 | $500K | Sell |
4,112
-500
| -11% | -$60.8K | 0.51% | 31 |
|
|
2023
Q3 | $557K | Sell |
4,612
-200
| -4% | -$24.2K | 0.61% | 31 |
|
|
2023
Q2 | $664K | Sell |
4,812
-150
| -3% | -$20.7K | 0.69% | 30 |
|
|
2023
Q1 | $666K | Hold |
4,962
| – | – | 0.77% | 30 |
|
|
2022
Q4 | $674K | Hold |
4,962
| – | – | 0.82% | 29 |
|
|
2022
Q3 | $558K | Sell |
4,962
-1,500
| -23% | -$169K | 0.67% | 34 |
|
|
2022
Q2 | $873K | Sell |
6,462
-1,050
| -14% | -$142K | 0.96% | 26 |
|
|
2022
Q1 | $925K | Sell |
7,512
-449
| -6% | -$55.3K | 0.77% | 33 |
|
|
2021
Q4 | $1.14M | Buy |
+7,961
| New | +$1.14M | 0.88% | 29 |
|