J.W. Cole Advisors’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 | $2.24M | Buy |
17,398
+1,903
| +12% | +$245K | 0.05% | 376 |
|
|
2025
Q1 | $2.2M | Buy |
15,495
+8,437
| +120% | +$1.2M | 0.07% | 292 |
|
|
2024
Q4 | $925K | Sell |
7,058
-602
| -8% | -$78.9K | 0.04% | 433 |
|
|
2024
Q3 | $1.09M | Sell |
7,660
-45
| -0.6% | -$6.4K | 0.05% | 372 |
|
|
2024
Q2 | $1.06M | Sell |
7,705
-972
| -11% | -$134K | 0.05% | 344 |
|
|
2024
Q1 | $1.12M | Sell |
8,677
-178
| -2% | -$23K | 0.06% | 325 |
|
|
2023
Q4 | $1.08M | Buy |
8,855
+1,653
| +23% | +$201K | 0.06% | 294 |
|
|
2023
Q3 | $870K | Sell |
7,202
-247
| -3% | -$29.8K | 0.06% | 282 |
|
|
2023
Q2 | $1.03M | Sell |
7,449
-1,124
| -13% | -$155K | 0.07% | 263 |
|
|
2023
Q1 | $1.15M | Buy |
8,573
+35
| +0.4% | +$4.7K | 0.08% | 264 |
|
|
2022
Q4 | $1.16M | Buy |
8,538
+86
| +1% | +$11.7K | 0.09% | 240 |
|
|
2022
Q3 | $951K | Buy |
8,452
+191
| +2% | +$21.5K | 0.08% | 263 |
|
|
2022
Q2 | $1.12M | Sell |
8,261
-496
| -6% | -$67K | 0.09% | 243 |
|
|
2022
Q1 | $1.08M | Sell |
8,757
-641
| -7% | -$79K | 0.07% | 277 |
|
|
2021
Q4 | $1.34M | Sell |
9,398
-2,057
| -18% | -$294K | 0.09% | 241 |
|
|
2021
Q3 | $1.52M | Buy |
11,455
+657
| +6% | +$87K | 0.11% | 128 |
|
|
2021
Q2 | $1.45M | Buy |
10,798
+2,835
| +36% | +$379K | 0.11% | 210 |
|
|
2021
Q1 | $1.11M | Buy |
7,963
+744
| +10% | +$103K | 0.11% | 227 |
|
|
2020
Q4 | $973K | Sell |
7,219
-3,557
| -33% | -$479K | 0.1% | 226 |
|
|
2020
Q3 | $1.59M | Buy |
+10,776
| New | +$1.59M | 0.12% | 180 |
|
|
2020
Q1 | – | Sell |
-7,427
| Closed | -$1.02M | – | 323 |
|
|
2019
Q4 | $1.02M | Buy |
+7,427
| New | +$1.02M | 0.13% | 183 |
|