SWA
SFMG Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
8,578
-481
| -5% | -$62K | 0.08% | 95 |
|
|
2025
Q1 | $1.29M | Buy |
9,059
+12
| +0.1% | +$1.71K | 0.1% | 92 |
|
|
2024
Q4 | $1.19M | Hold |
9,047
| – | – | 0.09% | 94 |
|
|
2024
Q3 | $1.29M | Hold |
9,047
| – | – | 0.1% | 86 |
|
|
2024
Q2 | $1.25M | Sell |
9,047
-1,046
| -10% | -$145K | 0.11% | 84 |
|
|
2024
Q1 | $1.31M | Sell |
10,093
-2,086
| -17% | -$270K | 0.11% | 84 |
|
|
2023
Q4 | $1.48M | Buy |
12,179
+5,604
| +85% | +$681K | 0.14% | 78 |
|
|
2023
Q3 | $795K | Buy |
6,575
+660
| +11% | +$79.8K | 0.08% | 92 |
|
|
2023
Q2 | $817K | Hold |
5,915
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $794K | Sell |
5,915
-5
| -0.1% | -$671 | 0.09% | 96 |
|
|
2022
Q4 | $804K | Buy |
5,920
+155
| +3% | +$21K | 0.09% | 101 |
|
|
2022
Q3 | $651K | Sell |
5,765
-911
| -14% | -$103K | 0.08% | 105 |
|
|
2022
Q2 | $902K | Sell |
6,676
-229
| -3% | -$30.9K | 0.1% | 92 |
|
|
2022
Q1 | $850K | Sell |
6,905
-492
| -7% | -$60.6K | 0.08% | 100 |
|
|
2021
Q4 | $1.06M | Buy |
7,397
+537
| +8% | +$76.7K | 0.1% | 96 |
|
|
2021
Q3 | $909K | Buy |
6,860
+308
| +5% | +$40.8K | 0.1% | 94 |
|
|
2021
Q2 | $877K | Buy |
6,552
+7
| +0.1% | +$937 | 0.1% | 99 |
|
|
2021
Q1 | $910K | Sell |
6,545
-319
| -5% | -$44.4K | 0.11% | 97 |
|
|
2020
Q4 | $925K | Buy |
6,864
+928
| +16% | +$125K | 0.12% | 87 |
|
|
2020
Q3 | $877K | Buy |
5,936
+3,677
| +163% | +$543K | 0.12% | 73 |
|
|
2020
Q2 | $319K | Hold |
2,259
| – | – | 0.05% | 118 |
|
|
2020
Q1 | $289K | Hold |
2,259
| – | – | 0.04% | 97 |
|
|
2019
Q4 | $311K | Hold |
2,259
| – | – | 0.04% | 126 |
|
|
2019
Q3 | $321K | Hold |
2,259
| – | – | 0.04% | 115 |
|
|
2019
Q2 | $310K | Sell |
2,259
-519
| -19% | -$71.2K | 0.04% | 114 |
|
|
2019
Q1 | $344K | Hold |
2,778
| – | – | 0.05% | 105 |
|
|
2018
Q4 | $317K | Sell |
2,778
-20
| -0.7% | -$2.28K | 0.05% | 103 |
|
|
2018
Q3 | $295K | Sell |
2,798
-350
| -11% | -$36.9K | 0.05% | 101 |
|
|
2018
Q2 | $332K | Sell |
3,148
-740
| -19% | -$78K | 0.05% | 100 |
|
|
2018
Q1 | $428K | Buy |
3,888
+78
| +2% | +$8.59K | 0.07% | 81 |
|
|
2017
Q4 | $460K | Buy |
3,810
+57
| +2% | +$6.88K | 0.08% | 75 |
|
|
2017
Q3 | $442K | Hold |
3,753
| – | – | 0.09% | 71 |
|
|
2017
Q2 | $485K | Buy |
3,753
+1,008
| +37% | +$130K | 0.1% | 66 |
|
|
2017
Q1 | $361K | Sell |
2,745
-25
| -0.9% | -$3.29K | 0.07% | 75 |
|
|
2016
Q4 | $316K | Buy |
2,770
+554
| +25% | +$63.2K | 0.07% | 82 |
|
|
2016
Q3 | $280K | Hold |
2,216
| – | – | 0.06% | 88 |
|
|
2016
Q2 | $305K | Hold |
2,216
| – | – | 0.07% | 85 |
|
|
2016
Q1 | $298K | Hold |
2,216
| – | – | 0.07% | 78 |
|
|
2015
Q4 | $282K | Buy |
2,216
+75
| +4% | +$9.54K | 0.06% | 90 |
|
|
2015
Q3 | $233K | Hold |
2,141
| – | – | 0.06% | 102 |
|
|
2015
Q2 | $227K | Sell |
2,141
-2,781
| -57% | -$295K | 0.05% | 101 |
|
|
2015
Q1 | $527K | Buy |
4,922
+2,781
| +130% | +$298K | 0.04% | 100 |
|
|
2014
Q4 | $247K | Hold |
2,141
| – | – | 0.06% | 102 |
|
|
2014
Q3 | $230K | Buy |
+2,141
| New | +$230K | 0.07% | 75 |
|
|
2013
Q4 | – | Sell |
-2,200
| Closed | -$207K | – | 80 |
|
|
2013
Q3 | $207K | Hold |
2,200
| – | – | 0.08% | 62 |
|
|
2013
Q2 | $214K | Buy |
+2,200
| New | +$214K | 0.09% | 60 |
|