LA
Legacy Advisors’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,173
| Closed | -$599K | – | 226 |
|
2025
Q1 | $599K | Buy |
4,173
+57
| +1% | +$8.18K | 0.06% | 236 |
|
2024
Q4 | $544K | Buy |
4,116
+75
| +2% | +$9.92K | 0.05% | 241 |
|
2024
Q3 | $580K | Buy |
4,041
+58
| +1% | +$8.32K | 0.06% | 226 |
|
2024
Q2 | $555K | Buy |
3,983
+33
| +0.8% | +$4.6K | 0.07% | 196 |
|
2024
Q1 | $511K | Buy |
3,950
+42
| +1% | +$5.43K | 0.06% | 201 |
|
2023
Q4 | $479K | Buy |
3,908
+141
| +4% | +$17.3K | 0.06% | 199 |
|
2023
Q3 | $460K | Buy |
3,767
+553
| +17% | +$67.5K | 0.07% | 189 |
|
2023
Q2 | $444K | Buy |
+3,214
| New | +$444K | 0.07% | 185 |
|
2019
Q3 | – | Sell |
-945
| Closed | -$127K | – | 225 |
|
2019
Q2 | $127K | Hold |
945
| – | – | 0.09% | 144 |
|
2019
Q1 | $118K | Buy |
+945
| New | +$118K | 0.04% | 141 |
|
2018
Q4 | – | Sell |
-945
| Closed | -$108K | – | 257 |
|
2018
Q3 | $108K | Hold |
945
| – | – | 0.05% | 175 |
|
2018
Q2 | $100K | Buy |
945
+319
| +51% | +$33.8K | 0.07% | 137 |
|
2018
Q1 | $66K | Buy |
+626
| New | +$66K | 0.05% | 142 |
|
2017
Q4 | – | Sell |
-65
| Closed | -$7K | – | 396 |
|
2017
Q3 | $7K | Buy |
+65
| New | +$7K | 0.01% | 252 |
|