Steward Partners Investment Advisory’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
$6.2M Sell
48,102
-285
-0.6% -$36.7K 0.05% 371
2025
Q1
$6.88M Buy
48,387
+13,042
+37% +$1.85M 0.06% 320
2024
Q4
$4.63M Buy
35,345
+9,711
+38% +$1.27M 0.04% 395
2024
Q3
$3.65M Buy
25,634
+1,231
+5% +$175K 0.03% 454
2024
Q2
$3.37M Sell
24,403
-647
-3% -$89.4K 0.04% 437
2024
Q1
$3.24M Sell
25,050
-3,802
-13% -$492K 0.04% 438
2023
Q4
$3.51M Sell
28,852
-2,238
-7% -$272K 0.05% 359
2023
Q3
$3.76M Buy
31,090
+721
+2% +$87.1K 0.06% 314
2023
Q2
$4.19M Sell
30,369
-90
-0.3% -$12.4K 0.06% 301
2023
Q1
$4.09M Sell
30,459
-458
-1% -$61.5K 0.07% 293
2022
Q4
$4.2M Sell
30,917
-226
-0.7% -$30.7K 0.07% 282
2022
Q3
$3.51M Buy
31,143
+147
+0.5% +$16.5K 0.07% 293
2022
Q2
$4.19M Sell
30,996
-2,403
-7% -$325K 0.08% 267
2022
Q1
$4.11M Sell
33,399
-747
-2% -$92K 0.06% 304
2021
Q4
$4.88M Sell
34,146
-162
-0.5% -$23.2K 0.07% 273
2021
Q3
$4.54M Buy
34,308
+3,775
+12% +$500K 0.08% 270
2021
Q2
$4.09M Sell
30,533
-12,706
-29% -$1.7M 0.07% 291
2021
Q1
$6.01M Buy
43,239
+12,586
+41% +$1.75M 0.11% 207
2020
Q4
$4.13M Buy
30,653
+657
+2% +$88.6K 0.09% 228
2020
Q3
$4.43M Buy
29,996
+185
+0.6% +$27.3K 0.11% 197
2020
Q2
$4.21M Buy
29,811
+1,483
+5% +$210K 0.12% 184
2020
Q1
$3.62M Sell
28,328
-1,105
-4% -$141K 0.13% 176
2019
Q4
$4.05M Buy
29,433
+2,410
+9% +$331K 0.12% 186
2019
Q3
$3.84M Buy
27,023
+1,716
+7% +$244K 0.13% 170
2019
Q2
$3.37M Sell
25,307
-178
-0.7% -$23.7K 0.12% 175
2019
Q1
$3.16M Buy
25,485
+2,418
+10% +$300K 0.13% 160
2018
Q4
$2.63M Sell
23,067
-1,117
-5% -$127K 0.13% 182
2018
Q3
$2.75M Buy
24,184
+4,595
+23% +$522K 0.13% 176
2018
Q2
$2.06M Buy
19,589
+1,981
+11% +$209K 0.12% 188
2018
Q1
$1.94M Buy
17,608
+1,051
+6% +$116K 0.13% 177
2017
Q4
$2M Buy
16,557
+218
+1% +$26.3K 0.15% 153
2017
Q3
$1.92M Buy
16,339
+1,246
+8% +$147K 0.2% 123
2017
Q2
$1.95M Buy
15,093
+10,449
+225% +$1.35M 0.22% 113
2017
Q1
$611K Buy
4,644
+287
+7% +$37.8K 0.09% 186
2016
Q4
$497K Buy
+4,357
New +$497K 0.23% 105