HWA
Heartwood Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,532
| Closed | -$218K | – | 186 |
|
|
2025
Q1 | $218K | Buy |
1,532
+3
| +0.2% | +$427 | 0.02% | 169 |
|
|
2024
Q4 | $200K | Buy |
1,529
+11
| +0.7% | +$1.44K | 0.02% | 170 |
|
|
2024
Q3 | $216K | Sell |
1,518
-334
| -18% | -$47.5K | 0.02% | 167 |
|
|
2024
Q2 | $256K | Hold |
1,852
| – | – | 0.03% | 145 |
|
|
2024
Q1 | $240K | Hold |
1,852
| – | – | 0.03% | 139 |
|
|
2023
Q4 | $225K | Hold |
1,852
| – | – | 0.03% | 129 |
|
|
2023
Q3 | $224K | Buy |
1,852
+350
| +23% | +$42.3K | 0.03% | 123 |
|
|
2023
Q2 | $207K | Hold |
1,502
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $202K | Hold |
1,502
| – | – | 0.03% | 131 |
|
|
2022
Q4 | $204K | Buy |
+1,502
| New | +$204K | 0.03% | 121 |
|
|
2022
Q3 | – | Sell |
-1,522
| Closed | -$206K | – | 118 |
|
|
2022
Q2 | $206K | Sell |
1,522
-520
| -25% | -$70.4K | 0.03% | 112 |
|
|
2022
Q1 | $251K | Buy |
+2,042
| New | +$251K | 0.04% | 103 |
|