OWP
Obermeyer Wealth Partners’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
1,732
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $246K | Sell |
1,732
-125
| -7% | -$17.8K | 0.01% | 227 |
|
|
2024
Q4 | $243K | Hold |
1,857
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $264K | Hold |
1,857
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $257K | Hold |
1,857
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $240K | Sell |
1,857
-94
| -5% | -$12.2K | 0.01% | 218 |
|
|
2023
Q4 | $237K | Sell |
1,951
-30
| -2% | -$3.65K | 0.02% | 197 |
|
|
2023
Q3 | $239K | Hold |
1,981
| – | – | 0.02% | 183 |
|
|
2023
Q2 | $273K | Sell |
1,981
-37
| -2% | -$5.11K | 0.02% | 171 |
|
|
2023
Q1 | $271K | Hold |
2,018
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $274K | Sell |
2,018
-3
| -0.1% | -$407 | 0.02% | 174 |
|
|
2022
Q3 | $227K | Sell |
2,021
-1,902
| -48% | -$214K | 0.02% | 186 |
|
|
2022
Q2 | $530K | Hold |
3,923
| – | – | 0.04% | 109 |
|
|
2022
Q1 | $483K | Hold |
3,923
| – | – | 0.03% | 126 |
|
|
2021
Q4 | $561K | Hold |
3,923
| – | – | 0.03% | 118 |
|
|
2021
Q3 | $520K | Hold |
3,923
| – | – | 0.03% | 118 |
|
|
2021
Q2 | $525K | Sell |
3,923
-92
| -2% | -$12.3K | 0.03% | 124 |
|
|
2021
Q1 | $558K | Buy |
4,015
+40
| +1% | +$5.56K | 0.03% | 114 |
|
|
2020
Q4 | $536K | Sell |
3,975
-615
| -13% | -$82.9K | 0.04% | 84 |
|
|
2020
Q3 | $678K | Sell |
4,590
-35
| -0.8% | -$5.17K | 0.05% | 68 |
|
|
2020
Q2 | $654K | Buy |
4,625
+235
| +5% | +$33.2K | 0.06% | 62 |
|
|
2020
Q1 | $561K | Hold |
4,390
| – | – | 0.06% | 57 |
|
|
2019
Q4 | $604K | Sell |
4,390
-133
| -3% | -$18.3K | 0.05% | 73 |
|
|
2019
Q3 | $642K | Sell |
4,523
-93
| -2% | -$13.2K | 0.06% | 66 |
|
|
2019
Q2 | $615K | Sell |
4,616
-30
| -0.6% | -$4K | 0.06% | 70 |
|
|
2019
Q1 | $576K | Sell |
4,646
-400
| -8% | -$49.6K | 0.05% | 71 |
|
|
2018
Q4 | $575K | Sell |
5,046
-100
| -2% | -$11.4K | 0.06% | 67 |
|
|
2018
Q3 | $585K | Sell |
5,146
-1,073
| -17% | -$122K | 0.05% | 71 |
|
|
2018
Q2 | $655K | Sell |
6,219
-375
| -6% | -$39.5K | 0.06% | 65 |
|
|
2018
Q1 | $726K | Sell |
6,594
-564
| -8% | -$62.1K | 0.07% | 61 |
|
|
2017
Q4 | $864K | Hold |
7,158
| – | – | 0.08% | 63 |
|
|
2017
Q3 | $842K | Sell |
7,158
-203
| -3% | -$23.9K | 0.07% | 63 |
|
|
2017
Q2 | $950K | Buy |
7,361
+39
| +0.5% | +$5.03K | 0.08% | 60 |
|
|
2017
Q1 | $964K | Buy |
7,322
+166
| +2% | +$21.9K | 0.09% | 59 |
|
|
2016
Q4 | $817K | Sell |
7,156
-545
| -7% | -$62.2K | 0.08% | 61 |
|
|
2016
Q3 | $971K | Buy |
7,701
+3
| +0% | +$378 | 0.09% | 56 |
|
|
2016
Q2 | $1.06M | Sell |
7,698
-49
| -0.6% | -$6.73K | 0.11% | 53 |
|
|
2016
Q1 | $1.04M | Buy |
7,747
+105
| +1% | +$14.1K | 0.1% | 53 |
|
|
2015
Q4 | $973K | Sell |
7,642
-170
| -2% | -$21.6K | 0.09% | 53 |
|
|
2015
Q3 | $852K | Sell |
7,812
-345
| -4% | -$37.6K | 0.09% | 50 |
|
|
2015
Q2 | $864K | Buy |
8,157
+200
| +3% | +$21.2K | 0.07% | 61 |
|
|
2015
Q1 | $852K | Sell |
7,957
-409
| -5% | -$43.8K | 0.07% | 74 |
|
|
2014
Q4 | $967K | Buy |
8,366
+1,311
| +19% | +$152K | 0.09% | 73 |
|
|
2014
Q3 | $759K | Buy |
7,055
+270
| +4% | +$29K | 0.19% | 37 |
|
|
2014
Q2 | $755K | Buy |
6,785
+300
| +5% | +$33.4K | 0.18% | 37 |
|
|
2014
Q1 | $715K | Sell |
6,485
-730
| -10% | -$80.5K | 0.18% | 36 |
|
|
2013
Q4 | $754K | Sell |
7,215
-175
| -2% | -$18.3K | 0.19% | 37 |
|
|
2013
Q3 | $696K | Buy |
7,390
+125
| +2% | +$11.8K | 0.2% | 36 |
|
|
2013
Q2 | $706K | Buy |
+7,265
| New | +$706K | 0.2% | 36 |
|