Simon Quick Advisors’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $734K | Buy |
5,696
+490
| +9% | +$63.2K | 0.03% | 318 |
|
2025
Q1 | $740K | Buy |
5,206
+893
| +21% | +$127K | 0.04% | 215 |
|
2024
Q4 | $565K | Buy |
4,313
+2,791
| +183% | +$366K | 0.03% | 228 |
|
2024
Q3 | $217K | Buy |
+1,522
| New | +$217K | 0.01% | 387 |
|
2021
Q4 | – | Sell |
-9
| Closed | -$1K | – | 399 |
|
2021
Q3 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 407 |
|
2021
Q2 | $1K | Sell |
10
-415
| -98% | -$41.5K | ﹤0.01% | 430 |
|
2021
Q1 | $59K | Buy |
425
+247
| +139% | +$34.3K | 0.02% | 223 |
|
2020
Q4 | $24K | Hold |
178
| – | – | 0.01% | 318 |
|
2020
Q3 | $26K | Buy |
178
+155
| +674% | +$22.6K | 0.01% | 282 |
|
2020
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 392 |
|
2020
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 390 |
|
2019
Q3 | – | Sell |
-26
| Closed | -$3.47K | – | 453 |
|
2019
Q2 | $3.47K | Buy |
+26
| New | +$3.47K | ﹤0.01% | 307 |
|
2018
Q1 | – | Sell |
-21
| Closed | -$2K | – | 372 |
|
2017
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 413 |
|