Summit Financial Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Buy |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $296K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $430K | Sell |
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|
2023
Q1 | $462K | Buy |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $617K | Sell |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $415K | Sell |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $668K | Sell |
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|
2020
Q2 | $752K | Sell |
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|
2020
Q1 | $740K | Sell |
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|
2019
Q4 | $5.29M | Sell |
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|
2019
Q3 | $5.08M | Buy |
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|
2019
Q2 | $4.78M | Buy |
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|
2019
Q1 | $3.6M | Buy |
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|
2018
Q4 | $3.18M | Buy |
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|
2018
Q3 | $2.97M | Buy |
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|
2018
Q2 | $2.77M | Hold |
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|
2018
Q1 | $2.77M | Buy |
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|
2017
Q4 | $2.74M | Buy |
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|
2017
Q3 | $2.48M | Buy |
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|
2017
Q2 | $2.72M | Buy |
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|
2017
Q1 | $2.66M | Buy |
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|
2016
Q4 | $1.85M | Sell |
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|
2016
Q3 | $2.48M | Sell |
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|
2016
Q2 | $2.71M | Sell |
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|
2016
Q1 | $2.89M | Buy |
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|
2015
Q4 | $2.73M | Buy |
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|
2015
Q3 | $2.12M | Buy |
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|
2015
Q2 | $1.94M | Hold |
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|
2015
Q1 | $2.02M | Sell |
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|
2014
Q4 | $2.14M | Buy |
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