PWA
Phoenix Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,152
| – | – | 0.12% | 108 |
|
|
2025
Q1 | $306K | Sell |
2,152
-8
| -0.4% | -$1.14K | 0.13% | 97 |
|
|
2024
Q4 | $283K | Buy |
2,160
+8
| +0.4% | +$1.05K | 0.12% | 97 |
|
|
2024
Q3 | $306K | Hold |
2,152
| – | – | 0.14% | 95 |
|
|
2024
Q2 | $297K | Hold |
2,152
| – | – | 0.15% | 100 |
|
|
2024
Q1 | $278K | Hold |
2,152
| – | – | 0.17% | 98 |
|
|
2023
Q4 | $263K | Hold |
2,152
| – | – | 0.18% | 95 |
|
|
2023
Q3 | $260K | Hold |
2,152
| – | – | 0.15% | 99 |
|
|
2023
Q2 | $297K | Hold |
2,152
| – | – | 0.17% | 86 |
|
|
2023
Q1 | $289K | Hold |
2,152
| – | – | 0.18% | 79 |
|
|
2022
Q4 | $292K | Hold |
2,152
| – | – | 0.18% | 82 |
|
|
2022
Q3 | $242K | Sell |
2,152
-16
| -0.7% | -$1.8K | 0.24% | 92 |
|
|
2022
Q2 | $293K | Sell |
2,168
-32
| -1% | -$4.33K | 0.29% | 82 |
|
|
2022
Q1 | $277K | Hold |
2,200
| – | – | 0.29% | 78 |
|
|
2021
Q4 | $314K | Buy |
2,200
+250
| +13% | +$35.7K | 0.24% | 88 |
|
|
2021
Q3 | $258K | Hold |
1,950
| – | – | 0.19% | 99 |
|
|
2021
Q2 | $263K | Hold |
1,950
| – | – | 0.19% | 101 |
|
|
2021
Q1 | $267K | Buy |
1,950
+48
| +3% | +$6.57K | 0.21% | 96 |
|
|
2020
Q4 | $256K | Buy |
+1,902
| New | +$256K | 0.19% | 87 |
|