SHFA
SC&H Financial Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,851
| Closed | -$263K | – | 151 |
|
|
2024
Q3 | $263K | Hold |
1,851
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $256K | Hold |
1,851
| – | – | 0.06% | 127 |
|
|
2024
Q1 | $239K | Hold |
1,851
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $225K | Sell |
1,851
-1,060
| -36% | -$129K | 0.06% | 129 |
|
|
2023
Q3 | $352K | Hold |
2,911
| – | – | 0.12% | 105 |
|
|
2023
Q2 | $402K | Sell |
2,911
-439
| -13% | -$60.6K | 0.13% | 102 |
|
|
2023
Q1 | $450K | Buy |
3,350
+1
| +0% | +$134 | 0.16% | 90 |
|
|
2022
Q4 | $455K | Sell |
3,349
-100
| -3% | -$13.6K | 0.19% | 83 |
|
|
2022
Q3 | $388K | Hold |
3,449
| – | – | 0.19% | 89 |
|
|
2022
Q2 | $466K | Buy |
3,449
+243
| +8% | +$32.8K | 0.22% | 87 |
|
|
2022
Q1 | $395K | Sell |
3,206
-68
| -2% | -$8.38K | 0.19% | 104 |
|
|
2021
Q4 | $468K | Buy |
+3,274
| New | +$468K | 0.26% | 90 |
|