GWM
GDS Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,862
| Closed | -$225K | – | 133 |
|
|
2023
Q3 | $225K | Sell |
1,862
-459
| -20% | -$55.5K | 0.04% | 111 |
|
|
2023
Q2 | $320K | Sell |
2,321
-51
| -2% | -$7.04K | 0.05% | 101 |
|
|
2023
Q1 | $318K | Sell |
2,372
-350
| -13% | -$47K | 0.06% | 94 |
|
|
2022
Q4 | $370K | Sell |
2,722
-611
| -18% | -$82.9K | 0.07% | 92 |
|
|
2022
Q3 | $375K | Sell |
3,333
-20
| -0.6% | -$2.25K | 0.08% | 83 |
|
|
2022
Q2 | $453K | Sell |
3,353
-26
| -0.8% | -$3.51K | 0.1% | 75 |
|
|
2022
Q1 | $422K | Sell |
3,379
-50
| -1% | -$6.24K | 0.09% | 83 |
|
|
2021
Q4 | $490K | Buy |
+3,429
| New | +$490K | 0.11% | 78 |
|