Phoenix Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $293K | Sell |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | $256K | Buy |
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