Dynamic Advisor Solutions’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
6,328
-306
| -5% | -$39.4K | 0.03% | 498 |
|
|
2025
Q1 | $943K | Sell |
6,634
-44
| -0.7% | -$6.26K | 0.03% | 435 |
|
|
2024
Q4 | $875K | Sell |
6,678
-300
| -4% | -$39.3K | 0.04% | 340 |
|
|
2024
Q3 | $993K | Sell |
6,978
-298
| -4% | -$42.4K | 0.03% | 455 |
|
|
2024
Q2 | $1.01M | Sell |
7,276
-1,248
| -15% | -$172K | 0.03% | 459 |
|
|
2024
Q1 | $1.1M | Buy |
8,524
+1,372
| +19% | +$177K | 0.04% | 424 |
|
|
2023
Q4 | $874K | Buy |
7,152
+649
| +10% | +$79.3K | 0.03% | 443 |
|
|
2023
Q3 | $786K | Buy |
6,503
+800
| +14% | +$96.7K | 0.04% | 406 |
|
|
2023
Q2 | $787K | Sell |
5,703
-587
| -9% | -$81K | 0.04% | 394 |
|
|
2023
Q1 | $844K | Buy |
6,290
+1,435
| +30% | +$193K | 0.05% | 357 |
|
|
2022
Q4 | $659K | Buy |
4,855
+404
| +9% | +$54.8K | 0.05% | 377 |
|
|
2022
Q3 | $501K | Buy |
4,451
+93
| +2% | +$10.5K | 0.04% | 389 |
|
|
2022
Q2 | $589K | Buy |
4,358
+1,108
| +34% | +$150K | 0.05% | 356 |
|
|
2022
Q1 | $400K | Sell |
3,250
-1,361
| -30% | -$168K | 0.03% | 485 |
|
|
2021
Q4 | $659K | Sell |
4,611
-1
| -0% | -$143 | 0.05% | 366 |
|
|
2021
Q3 | $611K | Buy |
4,612
+822
| +22% | +$109K | 0.05% | 396 |
|
|
2021
Q2 | $507K | Buy |
3,790
+356
| +10% | +$47.6K | 0.04% | 425 |
|
|
2021
Q1 | $478K | Sell |
3,434
-1,324
| -28% | -$184K | 0.04% | 397 |
|
|
2020
Q4 | $642K | Buy |
4,758
+873
| +22% | +$118K | 0.06% | 314 |
|
|
2020
Q3 | $574K | Buy |
3,885
+44
| +1% | +$6.5K | 0.07% | 284 |
|
|
2020
Q2 | $543K | Buy |
3,841
+32
| +0.8% | +$4.52K | 0.07% | 256 |
|
|
2020
Q1 | $487K | Sell |
3,809
-720
| -16% | -$92.1K | 0.09% | 247 |
|
|
2019
Q4 | $623K | Sell |
4,529
-96
| -2% | -$13.2K | 0.08% | 258 |
|
|
2019
Q3 | $657K | Buy |
4,625
+410
| +10% | +$58.2K | 0.1% | 229 |
|
|
2019
Q2 | $562K | Buy |
4,215
+726
| +21% | +$96.8K | 0.09% | 234 |
|
|
2019
Q1 | $432K | Sell |
3,489
-520
| -13% | -$64.4K | 0.08% | 243 |
|
|
2018
Q4 | $433K | Sell |
4,009
-4,002
| -50% | -$432K | 0.09% | 225 |
|
|
2018
Q3 | $910K | Buy |
8,011
+236
| +3% | +$26.8K | 0.19% | 142 |
|
|
2018
Q2 | $820K | Buy |
7,775
+1,232
| +19% | +$130K | 0.19% | 147 |
|
|
2018
Q1 | $721K | Buy |
+6,543
| New | +$721K | 0.19% | 148 |
|
|
2015
Q4 | – | Sell |
-2,138
| Closed | -$233K | – | 209 |
|
|
2015
Q3 | $233K | Buy |
2,138
+120
| +6% | +$13.1K | 0.12% | 158 |
|
|
2015
Q2 | $214K | Sell |
2,018
-294
| -13% | -$31.2K | 0.13% | 147 |
|
|
2015
Q1 | $248K | Sell |
2,312
-29
| -1% | -$3.11K | 0.12% | 170 |
|
|
2014
Q4 | $270K | Sell |
2,341
-99
| -4% | -$11.4K | 0.14% | 153 |
|
|
2014
Q3 | $252K | Buy |
2,440
+264
| +12% | +$27.3K | 0.14% | 158 |
|
|
2014
Q2 | $232K | Sell |
2,176
-522
| -19% | -$55.7K | 0.14% | 175 |
|
|
2014
Q1 | $285K | Sell |
2,698
-103
| -4% | -$10.9K | 0.19% | 155 |
|
|
2013
Q4 | $280K | Buy |
+2,801
| New | +$280K | 0.21% | 157 |
|