Great Valley Advisor Group’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 | $1.73M | Sell |
13,416
-2,464
| -16% | -$318K | 0.04% | 345 |
|
|
2025
Q1 | $2.26M | Sell |
15,880
-169
| -1% | -$24K | 0.05% | 291 |
|
|
2024
Q4 | $2.1M | Sell |
16,049
-1,511
| -9% | -$198K | 0.05% | 312 |
|
|
2024
Q3 | $2.5M | Sell |
17,560
-17,089
| -49% | -$2.43M | 0.06% | 279 |
|
|
2024
Q2 | $4.79M | Buy |
34,649
+1,884
| +6% | +$260K | 0.13% | 165 |
|
|
2024
Q1 | $4.24M | Buy |
32,765
+11,304
| +53% | +$1.46M | 0.13% | 172 |
|
|
2023
Q4 | $2.61M | Buy |
21,461
+6,243
| +41% | +$759K | 0.09% | 205 |
|
|
2023
Q3 | $1.84M | Buy |
15,218
+6,827
| +81% | +$825K | 0.08% | 230 |
|
|
2023
Q2 | $1.16M | Buy |
8,391
+10
| +0.1% | +$1.38K | 0.05% | 294 |
|
|
2023
Q1 | $1.12M | Buy |
8,381
+368
| +5% | +$49.4K | 0.05% | 287 |
|
|
2022
Q4 | $1.09M | Sell |
8,013
-55
| -0.7% | -$7.47K | 0.06% | 318 |
|
|
2022
Q3 | $908K | Sell |
8,068
-53
| -0.7% | -$5.97K | 0.05% | 319 |
|
|
2022
Q2 | $1.1M | Buy |
8,121
+1,434
| +21% | +$194K | 0.06% | 290 |
|
|
2022
Q1 | $840K | Buy |
6,687
+13
| +0.2% | +$1.63K | 0.05% | 297 |
|
|
2021
Q4 | $945K | Buy |
6,674
+806
| +14% | +$114K | 0.06% | 273 |
|
|
2021
Q3 | $777K | Buy |
5,868
+117
| +2% | +$15.5K | 0.05% | 276 |
|
|
2021
Q2 | $773K | Buy |
5,751
+107
| +2% | +$14.4K | 0.06% | 263 |
|
|
2021
Q1 | $784K | Sell |
5,644
-47
| -0.8% | -$6.53K | 0.08% | 227 |
|
|
2020
Q4 | $767K | Sell |
5,691
-424
| -7% | -$57.1K | 0.08% | 214 |
|
|
2020
Q3 | $904K | Buy |
6,115
+100
| +2% | +$14.8K | 0.11% | 177 |
|
|
2020
Q2 | $850K | Buy |
6,015
+998
| +20% | +$141K | 0.14% | 170 |
|
|
2020
Q1 | $642K | Sell |
5,017
-158
| -3% | -$20.2K | 0.17% | 152 |
|
|
2019
Q4 | $712K | Buy |
5,175
+36
| +0.7% | +$4.95K | 0.16% | 171 |
|
|
2019
Q3 | $730K | Buy |
5,139
+869
| +20% | +$123K | 0.18% | 161 |
|
|
2019
Q2 | $569K | Sell |
4,270
-2
| -0% | -$267 | 0.14% | 177 |
|
|
2019
Q1 | $529K | Sell |
4,272
-100
| -2% | -$12.4K | 0.17% | 153 |
|
|
2018
Q4 | $498K | Buy |
+4,372
| New | +$498K | 0.19% | 115 |
|