SWA
Sutton Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $324K | Buy |
2,680
+55
| +2% | +$6.65K | 0.16% | 82 |
|
|
2023
Q2 | $362K | Sell |
2,625
-13
| -0.5% | -$1.8K | 0.18% | 75 |
|
|
2023
Q1 | $354K | Sell |
2,638
-349
| -12% | -$46.8K | 0.19% | 75 |
|
|
2022
Q4 | $405K | Buy |
2,987
+214
| +8% | +$29.1K | 0.15% | 104 |
|
|
2022
Q3 | $312K | Buy |
2,773
+958
| +53% | +$108K | 0.13% | 125 |
|
|
2022
Q2 | $245K | Buy |
1,815
+449
| +33% | +$60.7K | 0.1% | 143 |
|
|
2022
Q1 | $168K | Buy |
1,366
+461
| +51% | +$56.8K | 0.06% | 193 |
|
|
2021
Q4 | $129K | Sell |
905
-5
| -0.5% | -$715 | 0.04% | 226 |
|
|
2021
Q3 | $121K | Buy |
910
+8
| +0.9% | +$1.06K | 0.04% | 231 |
|
|
2021
Q2 | $121K | Hold |
902
| – | – | 0.04% | 227 |
|
|
2021
Q1 | $125K | Buy |
902
+37
| +4% | +$5.15K | 0.05% | 218 |
|
|
2020
Q4 | $117K | Buy |
865
+16
| +2% | +$2.16K | 0.05% | 209 |
|
|
2020
Q3 | $125K | Hold |
849
| – | – | 0.06% | 190 |
|
|
2020
Q2 | $120K | Buy |
849
+4
| +0.5% | +$565 | 0.06% | 195 |
|
|
2020
Q1 | $108K | Sell |
845
-201
| -19% | -$25.7K | 0.07% | 184 |
|
|
2019
Q4 | $144K | Hold |
1,046
| – | – | 0.07% | 181 |
|
|
2019
Q3 | $149K | Buy |
1,046
+191
| +22% | +$27.1K | 0.08% | 172 |
|
|
2019
Q2 | $114K | Buy |
855
+8
| +0.9% | +$1.07K | 0.07% | 193 |
|
|
2019
Q1 | $105K | Buy |
847
+9
| +1% | +$1.12K | 0.06% | 202 |
|
|
2018
Q4 | $95.5K | Buy |
838
+190
| +29% | +$21.6K | 0.06% | 197 |
|
|
2018
Q3 | $73.6K | Sell |
648
-75
| -10% | -$8.52K | 0.05% | 228 |
|
|
2018
Q2 | $76.2K | Sell |
723
-106
| -13% | -$11.2K | 0.05% | 222 |
|
|
2018
Q1 | $91.3K | Buy |
829
+199
| +32% | +$21.9K | 0.07% | 207 |
|
|
2017
Q4 | $76K | Sell |
630
-111
| -15% | -$13.4K | 0.06% | 213 |
|
|
2017
Q3 | $87.2K | Sell |
741
-60
| -7% | -$7.06K | 0.07% | 202 |
|
|
2017
Q2 | $103K | Hold |
801
| – | – | 0.08% | 190 |
|
|
2017
Q1 | $105K | Hold |
801
| – | – | 0.09% | 183 |
|
|
2016
Q4 | $91.4K | Sell |
801
-140
| -15% | -$16K | 0.08% | 191 |
|
|
2016
Q3 | $119K | Buy |
941
+39
| +4% | +$4.92K | 0.11% | 164 |
|
|
2016
Q2 | $124K | Buy |
902
+101
| +13% | +$13.9K | 0.12% | 150 |
|
|
2016
Q1 | $108K | Buy |
+801
| New | +$108K | 0.1% | 171 |
|