LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
3,104
| – | – | ﹤0.01% | 223 |
|
|
2025
Q1 | $414K | Sell |
3,104
-63
| -2% | -$8.4K | ﹤0.01% | 224 |
|
|
2024
Q4 | $416K | Sell |
3,167
-100
| -3% | -$13.1K | ﹤0.01% | 226 |
|
|
2024
Q3 | $448K | Buy |
3,267
+305
| +10% | +$41.8K | ﹤0.01% | 222 |
|
|
2024
Q2 | $422K | Sell |
2,962
-400
| -12% | -$57K | ﹤0.01% | 216 |
|
|
2024
Q1 | $433K | Hold |
3,362
| – | – | ﹤0.01% | 214 |
|
|
2023
Q4 | $407K | Sell |
3,362
-325
| -9% | -$39.3K | ﹤0.01% | 217 |
|
|
2023
Q3 | $446K | Sell |
3,687
-8
| -0.2% | -$968 | 0.01% | 204 |
|
|
2023
Q2 | $510K | Hold |
3,695
| – | – | 0.01% | 203 |
|
|
2023
Q1 | $496K | Sell |
3,695
-667
| -15% | -$89.5K | 0.01% | 200 |
|
|
2022
Q4 | $592K | Hold |
4,362
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $491K | Hold |
4,362
| – | – | 0.01% | 201 |
|
|
2022
Q2 | $590K | Sell |
4,362
-327
| -7% | -$44.2K | 0.01% | 192 |
|
|
2022
Q1 | $577K | Buy |
4,689
+600
| +15% | +$73.8K | 0.01% | 200 |
|
|
2021
Q4 | $584K | Sell |
4,089
-700
| -15% | -$100K | 0.01% | 215 |
|
|
2021
Q3 | $634K | Hold |
4,789
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $641K | Sell |
4,789
-93
| -2% | -$12.4K | 0.01% | 203 |
|
|
2021
Q1 | $679K | Buy |
4,882
+1,213
| +33% | +$169K | 0.01% | 187 |
|
|
2020
Q4 | $495K | Buy |
3,669
+600
| +20% | +$80.9K | 0.01% | 205 |
|
|
2020
Q3 | $453K | Sell |
3,069
-200
| -6% | -$29.5K | 0.01% | 199 |
|
|
2020
Q2 | $462K | Sell |
3,269
-415
| -11% | -$58.7K | 0.01% | 183 |
|
|
2020
Q1 | $471K | Sell |
3,684
-975
| -21% | -$125K | 0.01% | 178 |
|
|
2019
Q4 | $641K | Hold |
4,659
| – | – | 0.01% | 183 |
|
|
2019
Q3 | $662K | Buy |
4,659
+200
| +4% | +$28.4K | 0.01% | 181 |
|
|
2019
Q2 | $594K | Sell |
4,459
-6
| -0.1% | -$799 | 0.01% | 185 |
|
|
2019
Q1 | $553K | Buy |
4,465
+135
| +3% | +$16.7K | 0.01% | 189 |
|
|
2018
Q4 | $493K | Buy |
4,330
+121
| +3% | +$13.8K | 0.01% | 198 |
|
|
2018
Q3 | $478K | Hold |
4,209
| – | – | 0.01% | 207 |
|
|
2018
Q2 | $443K | Sell |
4,209
-176
| -4% | -$18.5K | 0.01% | 206 |
|
|
2018
Q1 | $483K | Hold |
4,385
| – | – | 0.01% | 204 |
|
|
2017
Q4 | $529K | Buy |
4,385
+100
| +2% | +$12.1K | 0.01% | 197 |
|
|
2017
Q3 | $504K | Buy |
4,285
+81
| +2% | +$9.53K | 0.01% | 195 |
|
|
2017
Q2 | $518K | Hold |
4,204
| – | – | 0.01% | 190 |
|
|
2017
Q1 | $553K | Sell |
4,204
-610
| -13% | -$80.2K | 0.01% | 188 |
|
|
2016
Q4 | $549K | Buy |
4,814
+1,100
| +30% | +$125K | 0.01% | 185 |
|
|
2016
Q3 | $468K | Hold |
3,714
| – | – | 0.01% | 192 |
|
|
2016
Q2 | $511K | Sell |
3,714
-100
| -3% | -$13.8K | 0.01% | 185 |
|
|
2016
Q1 | $513K | Sell |
3,814
-124
| -3% | -$16.7K | 0.01% | 183 |
|
|
2015
Q4 | $501K | Buy |
3,938
+1,100
| +39% | +$140K | 0.01% | 197 |
|
|
2015
Q3 | $301K | Hold |
2,838
| – | – | 0.01% | 240 |
|
|
2015
Q2 | $301K | Sell |
2,838
-1,142
| -29% | -$121K | 0.01% | 240 |
|
|
2015
Q1 | $426K | Hold |
3,980
| – | – | 0.01% | 221 |
|
|
2014
Q4 | $460K | Sell |
3,980
-1,154
| -22% | -$133K | 0.01% | 210 |
|
|
2014
Q3 | $552K | Sell |
5,134
-240
| -4% | -$25.8K | 0.01% | 182 |
|
|
2014
Q2 | $598K | Hold |
5,374
| – | – | 0.02% | 178 |
|
|
2014
Q1 | $592K | Hold |
5,374
| – | – | 0.02% | 179 |
|
|
2013
Q4 | $561K | Buy |
5,374
+3,662
| +214% | +$382K | 0.02% | 181 |
|
|
2013
Q3 | $161K | Hold |
1,712
| – | – | ﹤0.01% | 259 |
|
|
2013
Q2 | $166K | Buy |
+1,712
| New | +$166K | 0.01% | 271 |
|