IWA
IVC Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Sell |
6,390
-150
| -2% | -$19.3K | 0.4% | 53 |
|
|
2025
Q1 | $930K | Sell |
6,540
-114
| -2% | -$16.2K | 0.5% | 45 |
|
|
2024
Q4 | $872K | Sell |
6,654
-530
| -7% | -$69.4K | 0.49% | 45 |
|
|
2024
Q3 | $1.02M | Sell |
7,184
-199
| -3% | -$28.3K | 0.56% | 43 |
|
|
2024
Q2 | $1.02M | Buy |
7,383
+446
| +6% | +$61.6K | 0.57% | 42 |
|
|
2024
Q1 | $897K | Buy |
6,937
+319
| +5% | +$41.3K | 0.52% | 48 |
|
|
2023
Q4 | $804K | Sell |
6,618
-127
| -2% | -$15.4K | 0.5% | 49 |
|
|
2023
Q3 | $815K | Sell |
6,745
-7
| -0.1% | -$846 | 0.55% | 50 |
|
|
2023
Q2 | $932K | Sell |
6,752
-177
| -3% | -$24.4K | 0.59% | 47 |
|
|
2023
Q1 | $930K | Sell |
6,929
-691
| -9% | -$92.7K | 0.66% | 39 |
|
|
2022
Q4 | $1.03M | Buy |
7,620
+161
| +2% | +$21.9K | 0.76% | 33 |
|
|
2022
Q3 | $839K | Buy |
7,459
+97
| +1% | +$10.9K | 0.68% | 39 |
|
|
2022
Q2 | $995K | Buy |
7,362
+281
| +4% | +$38K | 0.77% | 35 |
|
|
2022
Q1 | $872K | Buy |
7,081
+29
| +0.4% | +$3.57K | 0.57% | 45 |
|
|
2021
Q4 | $1.01M | Buy |
7,052
+333
| +5% | +$47.6K | 0.65% | 41 |
|
|
2021
Q3 | $890K | Buy |
6,719
+266
| +4% | +$35.2K | 0.61% | 42 |
|
|
2021
Q2 | $863K | Buy |
6,453
+506
| +9% | +$67.7K | 0.61% | 44 |
|
|
2021
Q1 | $827K | Sell |
5,947
-178
| -3% | -$24.8K | 0.65% | 42 |
|
|
2020
Q4 | $826K | Buy |
+6,125
| New | +$826K | 0.79% | 33 |
|