Meridian Wealth 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 | $209K | Hold |
1,625
| – | – | 0.03% | 172 |
|
|
2025
Q1 | $231K | Sell |
1,625
-164
| -9% | -$23.3K | 0.04% | 158 |
|
|
2024
Q4 | $234K | Hold |
1,789
| – | – | 0.04% | 163 |
|
|
2024
Q3 | $255K | Hold |
1,789
| – | – | 0.04% | 160 |
|
|
2024
Q2 | $247K | Hold |
1,789
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $231K | Sell |
1,789
-25
| -1% | -$3.23K | 0.04% | 165 |
|
|
2023
Q4 | $220K | Sell |
1,814
-17
| -0.9% | -$2.07K | 0.05% | 166 |
|
|
2023
Q3 | $221K | Buy |
1,831
+17
| +0.9% | +$2.05K | 0.06% | 165 |
|
|
2023
Q2 | $250K | Sell |
1,814
-563
| -24% | -$77.7K | 0.06% | 158 |
|
|
2023
Q1 | $319K | Hold |
2,377
| – | – | 0.08% | 143 |
|
|
2022
Q4 | $323K | Sell |
2,377
-860
| -27% | -$117K | 0.08% | 148 |
|
|
2022
Q3 | $364K | Buy |
3,237
+1,000
| +45% | +$112K | 0.1% | 136 |
|
|
2022
Q2 | $302K | Sell |
2,237
-100
| -4% | -$13.5K | 0.08% | 155 |
|
|
2022
Q1 | $288K | Hold |
2,337
| – | – | 0.07% | 175 |
|
|
2021
Q4 | $334K | Sell |
2,337
-93
| -4% | -$13.3K | 0.08% | 153 |
|
|
2021
Q3 | $322K | Buy |
2,430
+93
| +4% | +$12.3K | 0.09% | 151 |
|
|
2021
Q2 | $313K | Sell |
2,337
-500
| -18% | -$67K | 0.09% | 151 |
|
|
2021
Q1 | $394K | Buy |
2,837
+600
| +27% | +$83.3K | 0.13% | 125 |
|
|
2020
Q4 | $302K | Hold |
2,237
| – | – | 0.11% | 139 |
|
|
2020
Q3 | $330K | Buy |
2,237
+164
| +8% | +$24.2K | 0.14% | 121 |
|
|
2020
Q2 | $293K | Sell |
2,073
-300
| -13% | -$42.4K | 0.14% | 123 |
|
|
2020
Q1 | $303K | Buy |
2,373
+60
| +3% | +$7.66K | 0.17% | 102 |
|
|
2019
Q4 | $318K | Buy |
+2,313
| New | +$318K | 0.13% | 126 |
|
|
2019
Q1 | – | Sell |
-863
| Closed | -$98K | – | 275 |
|
|
2018
Q4 | $98K | Buy |
+863
| New | +$98K | 0.08% | 175 |
|