EverSource Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $527K | Buy |
4,087
+245
| +6% | +$31.6K | 0.02% | 436 |
|
2025
Q1 | $546K | Buy |
3,842
+746
| +24% | +$106K | 0.03% | 362 |
|
2024
Q4 | $406K | Buy |
3,096
+123
| +4% | +$16.1K | 0.02% | 416 |
|
2024
Q3 | $423K | Buy |
2,973
+408
| +16% | +$58K | 0.03% | 363 |
|
2024
Q2 | $346K | Buy |
2,565
+594
| +30% | +$80.2K | 0.02% | 401 |
|
2024
Q1 | $269K | Buy |
1,971
+130
| +7% | +$17.8K | 0.02% | 409 |
|
2023
Q4 | $224K | Sell |
1,841
-320
| -15% | -$38.9K | 0.02% | 409 |
|
2023
Q3 | $261K | Buy |
2,161
+107
| +5% | +$12.9K | 0.03% | 344 |
|
2023
Q2 | $284K | Buy |
2,054
+16
| +0.8% | +$2.21K | 0.03% | 322 |
|
2023
Q1 | $274K | Sell |
2,038
-193
| -9% | -$25.9K | 0.03% | 316 |
|
2022
Q4 | $303K | Buy |
2,231
+731
| +49% | +$99.3K | 0.05% | 281 |
|
2022
Q3 | $169K | Buy |
1,500
+500
| +50% | +$56.3K | 0.04% | 326 |
|
2022
Q2 | $136K | Buy |
1,000
+380
| +61% | +$51.7K | 0.04% | 313 |
|
2022
Q1 | $76K | Sell |
620
-164
| -21% | -$20.1K | 0.02% | 398 |
|
2021
Q4 | $112K | Buy |
+784
| New | +$112K | 0.03% | 293 |
|