GJIA
Glass Jacobson Investment Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,137
| Closed | -$280K | – | 701 |
|
|
2025
Q1 | $280K | Hold |
2,137
| – | – | 0.09% | 200 |
|
|
2024
Q4 | $280K | Sell |
2,137
-139
| -6% | -$18.2K | 0.09% | 200 |
|
|
2024
Q3 | $324K | Sell |
2,276
-100
| -4% | -$14.2K | 0.11% | 178 |
|
|
2024
Q2 | $328K | Hold |
2,376
| – | – | 0.12% | 177 |
|
|
2024
Q1 | $307K | Sell |
2,376
-100
| -4% | -$12.9K | 0.12% | 177 |
|
|
2023
Q4 | $301K | Sell |
2,476
-200
| -7% | -$24.3K | 0.12% | 168 |
|
|
2023
Q3 | $323K | Sell |
2,676
-150
| -5% | -$18.1K | 0.15% | 154 |
|
|
2023
Q2 | $390K | Buy |
+2,826
| New | +$390K | 0.18% | 142 |
|
|
2022
Q4 | $393K | Buy |
+2,898
| New | +$393K | 0.19% | 140 |
|