Optimum 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 | $18.8K | Hold |
146
| – | – | 0.01% | 445 |
|
|
2025
Q1 | $20.8K | Hold |
146
| – | – | 0.01% | 437 |
|
|
2024
Q4 | $19.1K | Hold |
146
| – | – | 0.01% | 436 |
|
|
2024
Q3 | $20.8K | Sell |
146
-200
| -58% | -$28.4K | 0.01% | 448 |
|
|
2024
Q2 | $47.8K | Hold |
346
| – | – | 0.02% | 360 |
|
|
2024
Q1 | $44.7K | Sell |
346
-80
| -19% | -$10.3K | 0.02% | 380 |
|
|
2023
Q4 | $51.8K | Sell |
426
-400
| -48% | -$48.6K | 0.03% | 348 |
|
|
2023
Q3 | $99.8K | Hold |
826
| – | – | 0.05% | 268 |
|
|
2023
Q2 | $114K | Sell |
826
-100
| -11% | -$13.8K | 0.06% | 252 |
|
|
2023
Q1 | $124K | Sell |
926
-5
| -0.5% | -$671 | 0.07% | 234 |
|
|
2022
Q4 | $126K | Sell |
931
-141
| -13% | -$19.1K | 0.07% | 233 |
|
|
2022
Q3 | $121K | Sell |
1,072
-33
| -3% | -$3.73K | 0.07% | 240 |
|
|
2022
Q2 | $149K | Buy |
1,105
+38
| +4% | +$5.12K | 0.07% | 228 |
|
|
2022
Q1 | $131K | Hold |
1,067
| – | – | 0.06% | 278 |
|
|
2021
Q4 | $152K | Hold |
1,067
| – | – | 0.06% | 275 |
|
|
2021
Q3 | $141K | Hold |
1,067
| – | – | 0.06% | 282 |
|
|
2021
Q2 | $143K | Hold |
1,067
| – | – | 0.04% | 325 |
|
|
2021
Q1 | $148K | Hold |
1,067
| – | – | 0.04% | 316 |
|
|
2020
Q4 | $144K | Buy |
1,067
+141
| +15% | +$19K | 0.04% | 301 |
|
|
2020
Q3 | $137K | Sell |
926
-88
| -9% | -$13K | 0.05% | 285 |
|
|
2020
Q2 | $143K | Sell |
1,014
-100
| -9% | -$14.1K | 0.05% | 276 |
|
|
2020
Q1 | $142K | Hold |
1,114
| – | – | 0.06% | 257 |
|
|
2019
Q4 | $153K | Sell |
1,114
-84
| -7% | -$11.5K | 0.05% | 316 |
|
|
2019
Q3 | $170K | Buy |
1,198
+84
| +8% | +$11.9K | 0.05% | 296 |
|
|
2019
Q2 | $148K | Hold |
1,114
| – | – | 0.05% | 314 |
|
|
2019
Q1 | $138K | Hold |
1,114
| – | – | 0.05% | 329 |
|
|
2018
Q4 | $127K | Hold |
1,114
| – | – | 0.04% | 328 |
|
|
2018
Q3 | $127K | Sell |
1,114
-1,000
| -47% | -$114K | 0.04% | 370 |
|
|
2018
Q2 | $223K | Sell |
2,114
-315
| -13% | -$33.2K | 0.06% | 283 |
|
|
2018
Q1 | $267K | Hold |
2,429
| – | – | 0.08% | 244 |
|
|
2017
Q4 | $293K | Hold |
2,429
| – | – | 0.09% | 237 |
|
|
2017
Q3 | $286K | Sell |
2,429
-19
| -0.8% | -$2.24K | 0.1% | 232 |
|
|
2017
Q2 | $316K | Hold |
2,448
| – | – | 0.11% | 208 |
|
|
2017
Q1 | $322K | Hold |
2,448
| – | – | 0.11% | 208 |
|
|
2016
Q4 | $279K | Sell |
2,448
-1,199
| -33% | -$137K | 0.11% | 222 |
|
|
2016
Q3 | $460K | Sell |
3,647
-27
| -0.7% | -$3.41K | 0.17% | 160 |
|
|
2016
Q2 | $505K | Sell |
3,674
-300
| -8% | -$41.2K | 0.2% | 142 |
|
|
2016
Q1 | $535K | Buy |
3,974
+187
| +5% | +$25.2K | 0.21% | 137 |
|
|
2015
Q4 | $482K | Buy |
3,787
+457
| +14% | +$58.2K | 0.19% | 153 |
|
|
2015
Q3 | $363K | Buy |
+3,330
| New | +$363K | 0.15% | 179 |
|
|
2015
Q1 | $368K | Buy |
3,438
+37
| +1% | +$3.96K | 0.12% | 190 |
|
|
2014
Q4 | $393K | Sell |
3,401
-265
| -7% | -$30.6K | 0.13% | 176 |
|
|
2014
Q3 | $382K | Sell |
3,666
-155
| -4% | -$16.2K | 0.13% | 166 |
|
|
2014
Q2 | $408K | Buy |
3,821
+1,050
| +38% | +$112K | 0.13% | 169 |
|
|
2014
Q1 | $293K | Sell |
2,771
-119
| -4% | -$12.6K | 0.11% | 183 |
|
|
2013
Q4 | $289K | Buy |
2,890
+238
| +9% | +$23.8K | 0.11% | 177 |
|
|
2013
Q3 | $240K | Buy |
+2,652
| New | +$240K | 0.1% | 184 |
|