Strategic Wealth Partners’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 | $96.9K | Buy |
+752
| New | +$96.9K | 0.01% | 396 |
|
|
2024
Q1 | – | Sell |
-4,002
| Closed | -$486K | – | 297 |
|
|
2023
Q4 | $486K | Sell |
4,002
-18,387
| -82% | -$2.23M | 0.06% | 190 |
|
|
2023
Q3 | $2.71M | Sell |
22,389
-3,189
| -12% | -$385K | 0.36% | 81 |
|
|
2023
Q2 | $3.53M | Buy |
25,578
+88
| +0.3% | +$12.1K | 0.46% | 63 |
|
|
2023
Q1 | $3.42M | Buy |
25,490
+7,714
| +43% | +$1.04M | 0.52% | 53 |
|
|
2022
Q4 | $2.41M | Sell |
17,776
-11,499
| -39% | -$1.56M | 0.45% | 71 |
|
|
2022
Q3 | $3.29M | Buy |
29,275
+262
| +0.9% | +$29.5K | 0.7% | 36 |
|
|
2022
Q2 | $3.92M | Sell |
29,013
-930
| -3% | -$126K | 0.85% | 29 |
|
|
2022
Q1 | $3.69M | Sell |
29,943
-1,950
| -6% | -$240K | 0.72% | 37 |
|
|
2021
Q4 | $4.56M | Buy |
+31,893
| New | +$4.56M | 0.86% | 29 |
|
|
2019
Q4 | – | Sell |
-516
| Closed | -$73 | – | 329 |
|
|
2019
Q3 | $73 | Hold |
516
| – | – | ﹤0.01% | 283 |
|
|
2019
Q2 | $68K | Buy |
516
+66
| +15% | +$8.7K | 0.03% | 201 |
|
|
2019
Q1 | $56K | Buy |
450
+175
| +64% | +$21.8K | 0.03% | 226 |
|
|
2018
Q4 | $32K | Hold |
275
| – | – | 0.02% | 275 |
|
|
2018
Q3 | $31K | Hold |
275
| – | – | 0.02% | 279 |
|
|
2018
Q2 | $29K | Sell |
275
-6,787
| -96% | -$716K | 0.02% | 319 |
|
|
2018
Q1 | $778K | Buy |
7,062
+6,896
| +4,154% | +$760K | 0.4% | 90 |
|
|
2017
Q4 | $19K | Buy |
+166
| New | +$19K | 0.01% | 365 |
|