JWA
JFS Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
2,848
+19
| +0.7% | +$2.45K | 0.02% | 236 |
|
|
2025
Q1 | $402K | Buy |
2,829
+36
| +1% | +$5.12K | 0.03% | 218 |
|
|
2024
Q4 | $366K | Sell |
2,793
-32
| -1% | -$4.19K | 0.03% | 227 |
|
|
2024
Q3 | $402K | Buy |
2,825
+2,427
| +610% | +$345K | 0.03% | 215 |
|
|
2024
Q2 | $55K | Hold |
398
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $51.5K | Sell |
398
-444
| -53% | -$57.4K | ﹤0.01% | 420 |
|
|
2023
Q4 | $102K | Buy |
842
+3
| +0.4% | +$365 | 0.01% | 300 |
|
|
2023
Q3 | $101K | Buy |
839
+24
| +3% | +$2.9K | 0.01% | 275 |
|
|
2023
Q2 | $113K | Buy |
815
+1
| +0.1% | +$138 | 0.01% | 267 |
|
|
2023
Q1 | $109K | Sell |
814
-1,400
| -63% | -$188K | 0.01% | 265 |
|
|
2022
Q4 | $301K | Sell |
2,214
-121
| -5% | -$16.4K | 0.03% | 181 |
|
|
2022
Q3 | $263K | Sell |
2,335
-45
| -2% | -$5.07K | 0.03% | 189 |
|
|
2022
Q2 | $322K | Buy |
2,380
+52
| +2% | +$7.04K | 0.03% | 168 |
|
|
2022
Q1 | $287K | Buy |
2,328
+47
| +2% | +$5.79K | 0.03% | 195 |
|
|
2021
Q4 | $326K | Buy |
2,281
+18
| +0.8% | +$2.57K | 0.03% | 187 |
|
|
2021
Q3 | $300K | Buy |
2,263
+863
| +62% | +$114K | 0.03% | 187 |
|
|
2021
Q2 | $187K | Hold |
1,400
| – | – | 0.03% | 170 |
|
|
2021
Q1 | $195K | Sell |
1,400
-55
| -4% | -$7.66K | 0.04% | 146 |
|
|
2020
Q4 | $196K | Buy |
1,455
+50
| +4% | +$6.74K | 0.04% | 142 |
|
|
2020
Q3 | $207K | Sell |
1,405
-2,044
| -59% | -$301K | 0.05% | 131 |
|
|
2020
Q2 | $488K | Hold |
3,449
| – | – | 0.13% | 91 |
|
|
2020
Q1 | $441K | Sell |
3,449
-50
| -1% | -$6.39K | 0.13% | 89 |
|
|
2019
Q4 | $481K | Buy |
3,499
+2,094
| +149% | +$288K | 0.12% | 93 |
|
|
2019
Q3 | $200K | Buy |
1,405
+5
| +0.4% | +$712 | 0.05% | 142 |
|
|
2019
Q2 | $187K | Hold |
1,400
| – | – | 0.05% | 142 |
|
|
2019
Q1 | $173K | Hold |
1,400
| – | – | 0.05% | 142 |
|
|
2018
Q4 | $160K | Sell |
1,400
-36
| -3% | -$4.11K | 0.04% | 149 |
|
|
2018
Q3 | $163K | Buy |
1,436
+36
| +3% | +$4.09K | 0.04% | 156 |
|
|
2018
Q2 | $147K | Hold |
1,400
| – | – | 0.04% | 160 |
|
|
2018
Q1 | $154K | Hold |
1,400
| – | – | 0.04% | 157 |
|
|
2017
Q4 | $169K | Hold |
1,400
| – | – | 0.04% | 151 |
|
|
2017
Q3 | $165K | Hold |
1,400
| – | – | 0.04% | 147 |
|
|
2017
Q2 | $181K | Hold |
1,400
| – | – | 0.05% | 125 |
|
|
2017
Q1 | $160K | Hold |
1,400
| – | – | 0.04% | 146 |
|
|
2016
Q4 | $160K | Sell |
1,400
-700
| -33% | -$80K | 0.04% | 146 |
|
|
2016
Q3 | $265K | Buy |
2,100
+700
| +50% | +$88.3K | 0.08% | 107 |
|
|
2016
Q2 | $192K | Sell |
1,400
-6
| -0.4% | -$823 | 0.05% | 159 |
|
|
2016
Q1 | $189K | Buy |
1,406
+6
| +0.4% | +$807 | 0.06% | 136 |
|
|
2015
Q4 | $178K | Hold |
1,400
| – | – | 0.05% | 141 |
|
|
2015
Q3 | $153K | Buy |
1,400
+1,239
| +770% | +$135K | 0.07% | 125 |
|
|
2015
Q2 | $17K | Hold |
161
| – | – | 0.01% | 301 |
|
|
2015
Q1 | $17K | Sell |
161
-2
| -1% | -$211 | 0.01% | 302 |
|
|
2014
Q4 | $19K | Hold |
163
| – | – | ﹤0.01% | 293 |
|
|
2014
Q3 | $18K | Sell |
163
-3
| -2% | -$331 | ﹤0.01% | 273 |
|
|
2014
Q2 | $18K | Buy |
+166
| New | +$18K | ﹤0.01% | 269 |
|