Forvis Mazars Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $219K | Sell |
2,274
-1,036
| -31% | -$106K | ﹤0.01% | 393 |
|
|
2025
Q4 | $334K | Sell |
3,310
-348
| -10% | -$38.1K | 0.01% | 339 |
|
|
2025
Q3 | $455K | Buy |
3,658
+288
| +9% | +$37.2K | 0.01% | 300 |
|
|
2025
Q2 | $434K | Sell |
3,370
-91
| -3% | -$12.3K | 0.01% | 305 |
|
|
2025
Q1 | $492K | Sell |
3,461
-300
| -8% | -$40.4K | 0.01% | 284 |
|
|
2024
Q4 | $493K | Buy |
3,761
+22
| +0.6% | +$3K | 0.01% | 308 |
|
|
2024
Q3 | $532K | Buy |
3,739
+334
| +10% | +$47.4K | 0.01% | 310 |
|
|
2024
Q2 | $471K | Hold |
3,405
| – | – | 0.01% | 302 |
|
|
2024
Q1 | $440K | Sell |
3,405
-57
| -2% | -$7K | 0.01% | 307 |
|
|
2023
Q4 | $421K | Sell |
3,462
-241
| -7% | -$29.1K | 0.01% | 299 |
|
|
2023
Q3 | $448K | Sell |
3,703
-664
| -15% | -$85.8K | 0.01% | 289 |
|
|
2023
Q2 | $603K | Buy |
+4,367
| New | +$608K | 0.02% | 262 |
|
|
2021
Q2 | – | Sell |
-1,582
| Closed | -$220K | – | 272 |
|
|
2021
Q1 | $220K | Sell |
1,582
-4,047
| -72% | -$537K | 0.01% | 259 |
|
|
2020
Q4 | $759K | Buy |
5,629
+839
| +18% | +$117K | 0.04% | 173 |
|
|
2020
Q3 | $707K | Buy |
4,790
+108
| +2% | +$16.2K | 0.04% | 162 |
|
|
2020
Q2 | $662K | Sell |
4,682
-188
| -4% | -$26K | 0.04% | 164 |
|
|
2020
Q1 | $623K | Buy |
4,870
+278
| +6% | +$38.5K | 0.05% | 149 |
|
|
2019
Q4 | $632K | Buy |
4,592
+193
| +4% | +$26.1K | 0.05% | 161 |
|
|
2019
Q3 | $625K | Sell |
4,399
-27
| -0.6% | -$3.71K | 0.05% | 139 |
|
|
2019
Q2 | $590K | Sell |
4,426
-538
| -11% | -$69.4K | 0.05% | 146 |
|
|
2019
Q1 | $615K | Buy |
4,964
+47
| +1% | +$5.46K | 0.05% | 141 |
|
|
2018
Q4 | $560K | Buy |
4,917
+217
| +5% | +$24.1K | 0.06% | 126 |
|
|
2018
Q3 | $534K | Sell |
4,700
-245
| -5% | -$27.5K | 0.05% | 136 |
|
|
2018
Q2 | $521K | Buy |
4,945
+639
| +15% | +$66.4K | 0.05% | 137 |
|
|
2018
Q1 | $474K | Sell |
4,306
-692
| -14% | -$78.8K | 0.05% | 150 |
|
|
2017
Q4 | $603K | Sell |
4,998
-8
| -0.2% | -$933 | 0.06% | 130 |
|
|
2017
Q3 | $589K | Buy |
5,006
+188
| +4% | +$23K | 0.06% | 121 |
|
|
2017
Q2 | $622K | Buy |
4,818
+49
| +1% | +$6.38K | 0.07% | 119 |
|
|
2017
Q1 | $628K | Buy |
4,769
+854
| +22% | +$108K | 0.08% | 110 |
|
|
2016
Q4 | $447K | Buy |
3,915
+110
| +3% | +$12.8K | 0.06% | 131 |
|
|
2016
Q3 | $480K | Buy |
3,805
+469
| +14% | +$60.7K | 0.07% | 116 |
|
|
2016
Q2 | $459K | Sell |
3,336
-649
| -16% | -$84.9K | 0.07% | 111 |
|
|
2016
Q1 | $536K | Buy |
3,985
+191
| +5% | +$24.8K | 0.09% | 105 |
|
|
2015
Q4 | $483K | Buy |
3,794
+185
| +5% | +$22.2K | 0.07% | 110 |
|
|
2015
Q3 | $394K | Buy |
3,609
+1,154
| +47% | +$127K | 0.07% | 117 |
|
|
2015
Q2 | $260K | Sell |
2,455
-188
| -7% | -$20.5K | 0.04% | 151 |
|
|
2015
Q1 | $283K | Buy |
2,643
+305
| +13% | +$33.7K | 0.04% | 152 |
|
|
2014
Q4 | $270K | Sell |
2,338
-95
| -4% | -$10.5K | 0.04% | 134 |
|
|
2014
Q3 | $251K | Hold |
2,433
| – | – | 0.04% | 119 |
|
|
2014
Q2 | $259K | Hold |
2,433
| – | – | 0.04% | 122 |
|
|
2014
Q1 | $258K | Sell |
2,433
-3
| -0.1% | -$311 | 0.05% | 134 |
|
|
2013
Q4 | $244K | Buy |
2,436
+222
| +10% | +$22.2K | 0.05% | 137 |
|
|
2013
Q3 | $200K | Buy |
+2,214
| New | +$205K | 0.04% | 143 |
|
Other funds holding KMB
VCM
VPM
