Pacific Capital 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
Q1 | – | Sell |
-976
| Closed | -$128K | – | 237 |
|
|
2024
Q4 | $128K | Hold |
976
| – | – | 0.02% | 103 |
|
|
2024
Q3 | $139K | Hold |
976
| – | – | 0.02% | 97 |
|
|
2024
Q2 | $135K | Sell |
976
-11
| -1% | -$1.52K | 0.02% | 92 |
|
|
2024
Q1 | $128K | Buy |
987
+11
| +1% | +$1.42K | 0.03% | 87 |
|
|
2023
Q4 | $119K | Buy |
+976
| New | +$119K | 0.03% | 87 |
|
|
2020
Q4 | – | Sell |
-976
| Closed | -$144K | – | 129 |
|
|
2020
Q3 | $144K | Buy |
+976
| New | +$144K | 0.09% | 71 |
|