Integrated Wealth Concepts’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
$2.38M Sell
18,431
-4,049
-18% -$522K 0.02% 563
2025
Q1
$3.2M Sell
22,480
-3,584
-14% -$510K 0.04% 441
2024
Q4
$3.42M Buy
26,064
+102
+0.4% +$13.4K 0.04% 390
2024
Q3
$3.69M Buy
25,962
+4,873
+23% +$693K 0.05% 359
2024
Q2
$2.91M Sell
21,089
-3,819
-15% -$528K 0.04% 395
2024
Q1
$3.22M Buy
24,908
+1,472
+6% +$190K 0.05% 370
2023
Q4
$2.85M Sell
23,436
-3,794
-14% -$461K 0.05% 360
2023
Q3
$3.29M Buy
27,230
+2,654
+11% +$321K 0.06% 307
2023
Q2
$3.39M Sell
24,576
-1,842
-7% -$254K 0.06% 306
2023
Q1
$3.55M Buy
26,418
+16,436
+165% +$2.21M 0.07% 252
2022
Q4
$1.36M Sell
9,982
-3,110
-24% -$422K 0.04% 405
2022
Q3
$1.47M Buy
13,092
+2,890
+28% +$325K 0.05% 340
2022
Q2
$1.38M Sell
10,202
-82
-0.8% -$11.1K 0.04% 360
2022
Q1
$1.27M Buy
10,284
+2,331
+29% +$287K 0.04% 347
2021
Q4
$1.14M Sell
7,953
-529
-6% -$75.6K 0.03% 375
2021
Q3
$1.12M Buy
8,482
+1,603
+23% +$212K 0.04% 358
2021
Q2
$920K Buy
6,879
+553
+9% +$74K 0.03% 376
2021
Q1
$880K Buy
6,326
+2,363
+60% +$329K 0.04% 324
2020
Q4
$534K Sell
3,963
-54
-1% -$7.28K 0.03% 399
2020
Q3
$593K Buy
4,017
+835
+26% +$123K 0.04% 308
2020
Q2
$450K Sell
3,182
-123
-4% -$17.4K 0.03% 314
2020
Q1
$423K Buy
3,305
+419
+15% +$53.6K 0.04% 251
2019
Q4
$397K Buy
2,886
+571
+25% +$78.5K 0.03% 307
2019
Q3
$329K Sell
2,315
-639
-22% -$90.8K 0.04% 293
2019
Q2
$394K Buy
2,954
+85
+3% +$11.3K 0.05% 220
2019
Q1
$355K Buy
2,869
+359
+14% +$44.4K 0.06% 211
2018
Q4
$286K Sell
2,510
-12
-0.5% -$1.37K 0.08% 196
2018
Q3
$286K Buy
2,522
+36
+1% +$4.08K 0.09% 185
2018
Q2
$261K Sell
2,486
-284
-10% -$29.8K 0.09% 177
2018
Q1
$297K Buy
2,770
+2
+0.1% +$214 0.12% 145
2017
Q4
$331K Buy
+2,768
New +$331K 0.14% 126