LVW 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
$1.33M Buy
10,327
+1,474
+17% +$190K 0.15% 87
2025
Q1
$1.26M Sell
8,853
-232
-3% -$33K 0.15% 86
2024
Q4
$1.19M Buy
9,085
+154
+2% +$20.2K 0.14% 95
2024
Q3
$1.27M Buy
8,931
+1,245
+16% +$177K 0.16% 94
2024
Q2
$1.06M Buy
7,686
+692
+10% +$95.6K 0.16% 92
2024
Q1
$905K Buy
6,994
+1,757
+34% +$227K 0.15% 102
2023
Q4
$636K Buy
+5,237
New +$636K 0.12% 127
2017
Q1
Sell
-2,975
Closed -$340K 130
2016
Q4
$340K Buy
2,975
+194
+7% +$22.2K 0.12% 97
2016
Q3
$351K Buy
2,781
+201
+8% +$25.4K 0.12% 91
2016
Q2
$355K Sell
2,580
-671
-21% -$92.3K 0.13% 83
2016
Q1
$437K Sell
3,251
-96
-3% -$12.9K 0.14% 81
2015
Q4
$426K Sell
3,347
-779
-19% -$99.2K 0.17% 83
2015
Q3
$450K Buy
4,126
+2
+0% +$218 0.21% 72
2015
Q2
$437K Sell
4,124
-124
-3% -$13.1K 0.19% 80
2015
Q1
$455K Sell
4,248
-38
-0.9% -$4.07K 0.22% 79
2014
Q4
$495K Buy
+4,286
New +$495K 0.27% 67