Heritage Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $267K | Sell |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $336K | Sell |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $65.1K | Sell |
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|
2019
Q4 | $71.1K | Buy |
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|
2019
Q3 | $72K | Hold |
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|
2019
Q2 | $67.8K | Hold |
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|
2019
Q1 | $63.1K | Buy |
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|
2018
Q4 | $36K | Hold |
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|
2018
Q3 | $36K | Buy |
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