Moneta Group Investment 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 | $998K | Sell |
7,743
-291
| -4% | -$37.5K | 0.01% | 307 |
|
|
2025
Q1 | $1.14M | Buy |
8,034
+311
| +4% | +$44.2K | 0.02% | 272 |
|
|
2024
Q4 | $1.01M | Buy |
7,723
+606
| +9% | +$79.4K | 0.01% | 282 |
|
|
2024
Q3 | $1.01M | Sell |
7,117
-385
| -5% | -$54.8K | 0.01% | 277 |
|
|
2024
Q2 | $1.04M | Sell |
7,502
-159
| -2% | -$22K | 0.02% | 267 |
|
|
2024
Q1 | $991K | Buy |
7,661
+574
| +8% | +$74.2K | 0.02% | 272 |
|
|
2023
Q4 | $861K | Sell |
7,087
-84
| -1% | -$10.2K | 0.02% | 259 |
|
|
2023
Q3 | $867K | Buy |
7,171
+1,732
| +32% | +$209K | 0.02% | 237 |
|
|
2023
Q2 | $751K | Buy |
5,439
+570
| +12% | +$78.7K | 0.02% | 260 |
|
|
2023
Q1 | $653K | Buy |
4,869
+1,191
| +32% | +$160K | 0.02% | 271 |
|
|
2022
Q4 | $478K | Buy |
3,678
+88
| +2% | +$11.4K | 0.01% | 302 |
|
|
2022
Q3 | $404K | Sell |
3,590
-916
| -20% | -$103K | 0.02% | 300 |
|
|
2022
Q2 | $609K | Sell |
4,506
-49
| -1% | -$6.62K | 0.02% | 274 |
|
|
2022
Q1 | $561K | Buy |
4,555
+1,168
| +34% | +$144K | 0.02% | 278 |
|
|
2021
Q4 | $484K | Sell |
3,387
-494
| -13% | -$70.6K | 0.02% | 297 |
|
|
2021
Q3 | $514K | Sell |
3,881
-2,121
| -35% | -$281K | 0.02% | 276 |
|
|
2021
Q2 | $803K | Buy |
6,002
+587
| +11% | +$78.5K | 0.04% | 222 |
|
|
2021
Q1 | $753K | Buy |
5,415
+2,537
| +88% | +$353K | 0.04% | 205 |
|
|
2020
Q4 | $388K | Buy |
2,878
+54
| +2% | +$7.28K | 0.03% | 223 |
|
|
2020
Q3 | $417K | Sell |
2,824
-317
| -10% | -$46.8K | 0.04% | 187 |
|
|
2020
Q2 | $444K | Buy |
3,141
+709
| +29% | +$100K | 0.04% | 177 |
|
|
2020
Q1 | $311K | Sell |
2,432
-1,079
| -31% | -$138K | 0.03% | 198 |
|
|
2019
Q4 | $483K | Buy |
3,511
+632
| +22% | +$86.9K | 0.04% | 173 |
|
|
2019
Q3 | $409K | Buy |
2,879
+1,213
| +73% | +$172K | 0.04% | 180 |
|
|
2019
Q2 | $222K | Sell |
1,666
-53
| -3% | -$7.06K | 0.02% | 208 |
|
|
2019
Q1 | $213K | Buy |
+1,719
| New | +$213K | 0.02% | 201 |
|
|
2018
Q4 | – | Sell |
-1,860
| Closed | -$211K | – | 229 |
|
|
2018
Q3 | $211K | Sell |
1,860
-3,829
| -67% | -$434K | 0.02% | 216 |
|
|
2018
Q2 | $599K | Buy |
5,689
+5,098
| +863% | +$537K | 0.07% | 155 |
|
|
2018
Q1 | $65K | Buy |
591
+87
| +17% | +$9.57K | 0.01% | 297 |
|
|
2017
Q4 | $61K | Buy |
+504
| New | +$61K | 0.01% | 259 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$109K | – | 287 |
|
|
2015
Q3 | $109K | Buy |
+1,000
| New | +$109K | 0.03% | 176 |
|