SFWA
Summit Financial Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $296K | Hold |
2,078
| – | – | 0.06% | 115 |
|
|
2024
Q4 | $271K | Hold |
2,078
| – | – | 0.05% | 126 |
|
|
2024
Q3 | $296K | Hold |
2,078
| – | – | 0.06% | 118 |
|
|
2024
Q2 | $287K | Sell |
2,078
-100
| -5% | -$13.8K | 0.06% | 110 |
|
|
2024
Q1 | $282K | Sell |
2,178
-183
| -8% | -$23.7K | 0.06% | 108 |
|
|
2023
Q4 | $287K | Hold |
2,361
| – | – | 0.07% | 102 |
|
|
2023
Q3 | $284K | Sell |
2,361
-750
| -24% | -$90.3K | 0.07% | 99 |
|
|
2023
Q2 | $430K | Sell |
3,111
-334
| -10% | -$46.1K | 0.1% | 82 |
|
|
2023
Q1 | $462K | Buy |
3,445
+84
| +2% | +$11.3K | 0.11% | 81 |
|
|
2022
Q4 | $456K | Buy |
3,361
+416
| +14% | +$56.5K | 0.11% | 84 |
|
|
2022
Q3 | $357K | Sell |
2,945
-195
| -6% | -$23.6K | 0.1% | 84 |
|
|
2022
Q2 | $419K | Sell |
3,140
-833
| -21% | -$111K | 0.1% | 87 |
|
|
2022
Q1 | $489K | Sell |
3,973
-339
| -8% | -$41.7K | 0.1% | 81 |
|
|
2021
Q4 | $617K | Sell |
4,312
-80
| -2% | -$11.4K | 0.12% | 79 |
|
|
2021
Q3 | $582K | Sell |
4,392
-34
| -0.8% | -$4.51K | 0.13% | 75 |
|
|
2021
Q2 | $592K | Buy |
4,426
+1,348
| +44% | +$180K | 0.13% | 74 |
|
|
2021
Q1 | $415K | Sell |
3,078
-1,731
| -36% | -$233K | 0.11% | 76 |
|
|
2020
Q4 | $710K | Sell |
4,809
-160
| -3% | -$23.6K | 0.19% | 55 |
|
|
2020
Q3 | $668K | Sell |
4,969
-278
| -5% | -$37.4K | 0.18% | 58 |
|
|
2020
Q2 | $752K | Sell |
5,247
-307
| -6% | -$44K | 0.2% | 59 |
|
|
2020
Q1 | $740K | Sell |
5,554
-31,205
| -85% | -$4.16M | 0.23% | 55 |
|
|
2019
Q4 | $5.29M | Sell |
36,759
-172
| -0.5% | -$24.8K | 1.29% | 24 |
|
|
2019
Q3 | $5.08M | Buy |
36,931
+1,072
| +3% | +$148K | 1.25% | 23 |
|
|
2019
Q2 | $4.78M | Buy |
35,859
+6,310
| +21% | +$841K | 1.17% | 22 |
|
|
2019
Q1 | $3.6M | Buy |
29,549
+1,646
| +6% | +$200K | 0.95% | 31 |
|
|
2018
Q4 | $3.18M | Buy |
27,903
+957
| +4% | +$109K | 1.03% | 27 |
|
|
2018
Q3 | $2.97M | Buy |
26,946
+1,797
| +7% | +$198K | 0.89% | 38 |
|
|
2018
Q2 | $2.77M | Hold |
25,149
| – | – | 0.93% | 36 |
|
|
2018
Q1 | $2.77M | Buy |
25,149
+2,436
| +11% | +$268K | 0.91% | 37 |
|
|
2017
Q4 | $2.74M | Buy |
22,713
+1,599
| +8% | +$193K | 0.94% | 35 |
|
|
2017
Q3 | $2.49M | Buy |
21,114
+56
| +0.3% | +$6.59K | 0.9% | 35 |
|
|
2017
Q2 | $2.72M | Buy |
21,058
+823
| +4% | +$106K | 1.08% | 29 |
|
|
2017
Q1 | $2.66M | Buy |
20,235
+3,996
| +25% | +$526K | 1.16% | 30 |
|
|
2016
Q4 | $1.85M | Sell |
16,239
-3,435
| -17% | -$392K | 0.81% | 37 |
|
|
2016
Q3 | $2.48M | Sell |
19,674
-34
| -0.2% | -$4.29K | 1.08% | 33 |
|
|
2016
Q2 | $2.71M | Sell |
19,708
-1,788
| -8% | -$246K | 1.13% | 31 |
|
|
2016
Q1 | $2.89M | Buy |
21,496
+15
| +0.1% | +$2.02K | 1.26% | 26 |
|
|
2015
Q4 | $2.74M | Buy |
21,481
+2,064
| +11% | +$263K | 1.25% | 26 |
|
|
2015
Q3 | $2.12M | Buy |
19,417
+1,150
| +6% | +$125K | 1.37% | 22 |
|
|
2015
Q2 | $1.94M | Hold |
18,267
| – | – | 1.2% | 28 |
|
|
2015
Q1 | $2.02M | Sell |
18,267
-265
| -1% | -$29.3K | 1.37% | 27 |
|
|
2014
Q4 | $2.14M | Buy |
+18,532
| New | +$2.14M | 1.49% | 26 |
|