Stratos Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,977
| Closed | -$1.69M | – | 716 |
|
|
2023
Q3 | $1.69M | Sell |
13,977
-4,084
| -23% | -$494K | 0.11% | 227 |
|
|
2023
Q2 | $2.49M | Buy |
18,061
+151
| +0.8% | +$20.8K | 0.18% | 154 |
|
|
2023
Q1 | $2.4M | Sell |
17,910
-2,974
| -14% | -$399K | 0.19% | 149 |
|
|
2022
Q4 | $2.84M | Buy |
20,884
+1,881
| +10% | +$255K | 0.24% | 125 |
|
|
2022
Q3 | $2.14M | Buy |
19,003
+2,539
| +15% | +$286K | 0.22% | 132 |
|
|
2022
Q2 | $2.23M | Buy |
16,464
+4,286
| +35% | +$579K | 0.2% | 133 |
|
|
2022
Q1 | $1.5M | Buy |
12,178
+10,634
| +689% | +$1.31M | 0.12% | 209 |
|
|
2021
Q4 | $221K | Sell |
1,544
-503
| -25% | -$72K | 0.02% | 519 |
|
|
2021
Q3 | $271K | Sell |
2,047
-212
| -9% | -$28.1K | 0.02% | 437 |
|
|
2021
Q2 | $302K | Sell |
2,259
-347
| -13% | -$46.4K | 0.03% | 441 |
|
|
2021
Q1 | $362K | Buy |
2,606
+430
| +20% | +$59.7K | 0.04% | 363 |
|
|
2020
Q4 | $293K | Buy |
2,176
+681
| +46% | +$91.7K | 0.04% | 320 |
|
|
2020
Q3 | $221K | Sell |
1,495
-140
| -9% | -$20.7K | 0.05% | 286 |
|
|
2020
Q2 | $231K | Buy |
+1,635
| New | +$231K | 0.07% | 246 |
|