Icon Wealth Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $124K | Sell |
1,028
-74
| -7% | -$8.94K | 0.01% | 348 |
|
|
2023
Q2 | $152K | Sell |
1,102
-47
| -4% | -$6.49K | 0.02% | 347 |
|
|
2023
Q1 | $154K | Buy |
+1,149
| New | +$154K | 0.02% | 346 |
|
|
2020
Q3 | – | Sell |
-7,485
| Closed | -$1.06M | – | 292 |
|
|
2020
Q2 | $1.06M | Buy |
+7,485
| New | +$1.06M | 0.26% | 77 |
|
|
2019
Q2 | – | Sell |
-733
| Closed | -$91K | – | 490 |
|
|
2019
Q1 | $91K | Buy |
+733
| New | +$91K | 0.03% | 237 |
|
|
2018
Q3 | – | Sell |
-606
| Closed | -$64K | – | 512 |
|
|
2018
Q2 | $64K | Buy |
+606
| New | +$64K | 0.03% | 322 |
|
|
2018
Q1 | – | Sell |
-571
| Closed | -$69K | – | 510 |
|
|
2017
Q4 | $69K | Buy |
+571
| New | +$69K | 0.03% | 340 |
|