Sequoia Financial 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
$6.65M Buy
51,595
+1,845
+4% +$238K 0.05% 230
2025
Q1
$7.08M Sell
49,750
-3,009
-6% -$428K 0.05% 227
2024
Q4
$6.91M Buy
52,759
+3,527
+7% +$462K 0.07% 217
2024
Q3
$7M Buy
49,232
+3,548
+8% +$505K 0.08% 182
2024
Q2
$6.31M Buy
45,684
+284
+0.6% +$39.3K 0.08% 166
2024
Q1
$5.87M Buy
45,400
+24,825
+121% +$3.21M 0.07% 182
2023
Q4
$2.5M Buy
20,575
+13,806
+204% +$1.68M 0.03% 308
2023
Q3
$818K Sell
6,769
-991
-13% -$120K 0.01% 383
2023
Q2
$1.07M Sell
7,760
-54
-0.7% -$7.46K 0.02% 335
2023
Q1
$1.05M Sell
7,814
-42,069
-84% -$5.65M 0.02% 309
2022
Q4
$6.77M Buy
49,883
+17,388
+54% +$2.36M 0.17% 116
2022
Q3
$3.66M Buy
32,495
+27,975
+619% +$3.15M 0.12% 133
2022
Q2
$611K Sell
4,520
-41
-0.9% -$5.54K 0.02% 295
2022
Q1
$562K Sell
4,561
-123
-3% -$15.2K 0.01% 327
2021
Q4
$669K Buy
+4,684
New +$669K 0.02% 281
2021
Q3
Sell
-3,860
Closed -$516K 359
2021
Q2
$516K Sell
3,860
-28
-0.7% -$3.74K 0.02% 276
2021
Q1
$541K Sell
3,888
-59
-1% -$8.21K 0.02% 250
2020
Q4
$532K Sell
3,947
-547
-12% -$73.7K 0.02% 241
2020
Q3
$664K Buy
4,494
+32
+0.7% +$4.73K 0.04% 197
2020
Q2
$631K Buy
4,462
+335
+8% +$47.4K 0.04% 193
2020
Q1
$528K Buy
4,127
+311
+8% +$39.8K 0.04% 191
2019
Q4
$525K Sell
3,816
-460
-11% -$63.3K 0.03% 211
2019
Q3
$607K Buy
4,276
+107
+3% +$15.2K 0.04% 176
2019
Q2
$556K Buy
4,169
+1
+0% +$133 0.04% 178
2019
Q1
$516K Buy
4,168
+2,389
+134% +$296K 0.04% 179
2018
Q4
$203K Buy
+1,779
New +$203K 0.02% 273
2016
Q3
Sell
-1,527
Closed -$210K 264
2016
Q2
$210K Buy
+1,527
New +$210K 0.06% 221