GA
Geller Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,951
| Closed | -$272K | – | 266 |
|
|
2023
Q2 | $272K | Buy |
1,951
+201
| +11% | +$28K | 0.03% | 202 |
|
|
2023
Q1 | $237K | Buy |
1,750
+6
| +0.3% | +$812 | 0.03% | 154 |
|
|
2022
Q4 | $239K | Buy |
+1,744
| New | +$239K | 0.04% | 128 |
|
|
2022
Q3 | – | Sell |
-1,679
| Closed | -$229K | – | 141 |
|
|
2022
Q2 | $229K | Sell |
1,679
-346
| -17% | -$47.2K | 0.05% | 120 |
|
|
2022
Q1 | $252K | Sell |
2,025
-42
| -2% | -$5.23K | 0.05% | 130 |
|
|
2021
Q4 | $298K | Sell |
2,067
-77
| -4% | -$11.1K | 0.06% | 117 |
|
|
2021
Q3 | $286K | Buy |
+2,144
| New | +$286K | 0.06% | 110 |
|
|
2021
Q1 | – | Sell |
-1,081
| Closed | -$246K | – | 130 |
|
|
2020
Q4 | $246K | Buy |
+1,081
| New | +$246K | 0.06% | 96 |
|