Exencial Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
1,854
+79
| +4% | +$10.2K | 0.01% | 460 |
|
|
2025
Q1 | $252K | Buy |
1,775
+161
| +10% | +$22.9K | 0.01% | 450 |
|
|
2024
Q4 | $211K | Buy |
1,614
+132
| +9% | +$17.3K | 0.01% | 475 |
|
|
2024
Q3 | $211K | Buy |
+1,482
| New | +$211K | 0.01% | 473 |
|
|
2023
Q2 | – | Sell |
-1,692
| Closed | -$227K | – | 442 |
|
|
2023
Q1 | $227K | Buy |
1,692
+37
| +2% | +$4.97K | 0.01% | 385 |
|
|
2022
Q4 | $225K | Buy |
+1,655
| New | +$225K | 0.01% | 394 |
|
|
2022
Q3 | – | Sell |
-1,678
| Closed | -$227K | – | 420 |
|
|
2022
Q2 | $227K | Sell |
1,678
-219
| -12% | -$29.6K | 0.01% | 389 |
|
|
2022
Q1 | $234K | Sell |
1,897
-79
| -4% | -$9.75K | 0.01% | 400 |
|
|
2021
Q4 | $282K | Buy |
1,976
+397
| +25% | +$56.7K | 0.01% | 397 |
|
|
2021
Q3 | $209K | Buy |
1,579
+8
| +0.5% | +$1.06K | 0.01% | 311 |
|
|
2021
Q2 | $210K | Buy |
1,571
+43
| +3% | +$5.75K | 0.01% | 425 |
|
|
2021
Q1 | $212K | Sell |
1,528
-84
| -5% | -$11.7K | 0.01% | 411 |
|
|
2020
Q4 | $217K | Buy |
1,612
+2
| +0.1% | +$269 | 0.01% | 351 |
|
|
2020
Q3 | $238K | Buy |
1,610
+2
| +0.1% | +$296 | 0.01% | 324 |
|
|
2020
Q2 | $227K | Sell |
1,608
-3
| -0.2% | -$424 | 0.02% | 299 |
|
|
2020
Q1 | $206K | Buy |
1,611
+11
| +0.7% | +$1.41K | 0.04% | 228 |
|
|
2019
Q4 | $220K | Sell |
1,600
-46
| -3% | -$6.33K | 0.04% | 246 |
|
|
2019
Q3 | $234K | Buy |
1,646
+11
| +0.7% | +$1.56K | 0.05% | 223 |
|
|
2019
Q2 | $218K | Hold |
1,635
| – | – | 0.05% | 213 |
|
|
2019
Q1 | $203K | Sell |
1,635
-1,035
| -39% | -$129K | 0.05% | 219 |
|
|
2018
Q4 | $304K | Sell |
2,670
-502
| -16% | -$57.2K | 0.08% | 166 |
|
|
2018
Q3 | $360K | Sell |
3,172
-855
| -21% | -$97K | 0.08% | 137 |
|
|
2018
Q2 | $424K | Sell |
4,027
-597
| -13% | -$62.9K | 0.12% | 124 |
|
|
2018
Q1 | $509K | Buy |
4,624
+376
| +9% | +$41.4K | 0.15% | 112 |
|
|
2017
Q4 | $513K | Sell |
4,248
-166
| -4% | -$20K | 0.15% | 114 |
|
|
2017
Q3 | $519K | Buy |
4,414
+43
| +1% | +$5.06K | 0.17% | 108 |
|
|
2017
Q2 | $564K | Sell |
4,371
-268
| -6% | -$34.6K | 0.23% | 87 |
|
|
2017
Q1 | $618K | Sell |
4,639
-213
| -4% | -$28.4K | 0.27% | 81 |
|
|
2016
Q4 | $554K | Sell |
4,852
-189
| -4% | -$21.6K | 0.23% | 90 |
|
|
2016
Q3 | $577K | Sell |
5,041
-577
| -10% | -$66K | 0.26% | 85 |
|
|
2016
Q2 | $772K | Buy |
5,618
+342
| +6% | +$47K | 0.35% | 76 |
|
|
2016
Q1 | $710K | Buy |
5,276
+5
| +0.1% | +$673 | 0.33% | 75 |
|
|
2015
Q4 | $663K | Buy |
5,271
+141
| +3% | +$17.7K | 0.33% | 74 |
|
|
2015
Q3 | $559K | Sell |
5,130
-300
| -6% | -$32.7K | 0.27% | 82 |
|
|
2015
Q2 | $606K | Sell |
5,430
-683
| -11% | -$76.2K | 0.38% | 62 |
|
|
2015
Q1 | $658K | Buy |
6,113
+2
| +0% | +$215 | 0.28% | 86 |
|
|
2014
Q4 | $709K | Sell |
6,111
-262
| -4% | -$30.4K | 0.31% | 81 |
|
|
2014
Q3 | $657K | Hold |
6,373
| – | – | 0.29% | 88 |
|
|
2014
Q2 | $691K | Buy |
6,373
+4
| +0.1% | +$434 | 0.29% | 90 |
|
|
2014
Q1 | $686K | Buy |
6,369
+5
| +0.1% | +$539 | 0.29% | 93 |
|
|
2013
Q4 | $647K | Buy |
6,364
+4
| +0.1% | +$407 | 0.29% | 87 |
|
|
2013
Q3 | $664K | Buy |
6,360
+4
| +0.1% | +$418 | 0.31% | 87 |
|
|
2013
Q2 | $598K | Buy |
+6,356
| New | +$598K | 0.3% | 87 |
|