GWAM
Guardian Wealth Advisors (Minnesota)’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
2,171
-197
| -8% | -$25.4K | 0.17% | 59 |
|
|
2025
Q1 | $337K | Sell |
2,368
-355
| -13% | -$50.5K | 0.22% | 55 |
|
|
2024
Q4 | $357K | Sell |
2,723
-23
| -0.8% | -$3.01K | 0.23% | 51 |
|
|
2024
Q3 | $391K | Sell |
2,746
-11
| -0.4% | -$1.57K | 0.24% | 54 |
|
|
2024
Q2 | $381K | Sell |
2,757
-103
| -4% | -$14.2K | 0.25% | 53 |
|
|
2024
Q1 | $370K | Buy |
2,860
+16
| +0.6% | +$2.07K | 0.24% | 54 |
|
|
2023
Q4 | $346K | Sell |
2,844
-132
| -4% | -$16K | 0.24% | 51 |
|
|
2023
Q3 | $360K | Buy |
2,976
+15
| +0.5% | +$1.81K | 0.28% | 48 |
|
|
2023
Q2 | $409K | Sell |
2,961
-135
| -4% | -$18.6K | 0.3% | 46 |
|
|
2023
Q1 | $416K | Buy |
3,096
+306
| +11% | +$41.1K | 0.33% | 44 |
|
|
2022
Q4 | $379K | Buy |
2,790
+109
| +4% | +$14.8K | 0.34% | 45 |
|
|
2022
Q3 | $302K | Buy |
2,681
+12
| +0.4% | +$1.35K | 0.29% | 50 |
|
|
2022
Q2 | $361K | Buy |
2,669
+83
| +3% | +$11.2K | 0.33% | 49 |
|
|
2022
Q1 | $318K | Sell |
2,586
-129
| -5% | -$15.9K | 0.26% | 50 |
|
|
2021
Q4 | $388K | Sell |
2,715
-37
| -1% | -$5.29K | 0.31% | 48 |
|
|
2021
Q3 | $365K | Sell |
2,752
-174
| -6% | -$23.1K | 0.32% | 48 |
|
|
2021
Q2 | $391K | Buy |
2,926
+62
| +2% | +$8.29K | 0.34% | 47 |
|
|
2021
Q1 | $398K | Buy |
2,864
+87
| +3% | +$12.1K | 0.37% | 48 |
|
|
2020
Q4 | $374K | Buy |
+2,777
| New | +$374K | 0.37% | 48 |
|