Mount Yale 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 | $126K | Buy |
+981
| New | +$126K | 0.01% | 619 |
|
|
2020
Q4 | – | Sell |
-1,936
| Closed | -$286K | – | 411 |
|
|
2020
Q3 | $286K | Buy |
1,936
+113
| +6% | +$16.7K | 0.04% | 282 |
|
|
2020
Q2 | $258K | Sell |
1,823
-62
| -3% | -$8.78K | 0.05% | 276 |
|
|
2020
Q1 | $241K | Buy |
+1,885
| New | +$241K | 0.05% | 254 |
|
|
2018
Q4 | – | Sell |
-984
| Closed | -$106K | – | 547 |
|
|
2018
Q3 | $106K | Sell |
984
-2,661
| -73% | -$287K | 0.02% | 423 |
|
|
2018
Q2 | $384K | Buy |
3,645
+270
| +8% | +$28.4K | 0.07% | 219 |
|
|
2018
Q1 | $372K | Buy |
+3,375
| New | +$372K | 0.08% | 219 |
|