VWA
V Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,331
| Closed | -$322K | – | 248 |
|
|
2023
Q2 | $322K | Buy |
2,331
+7
| +0.3% | +$966 | 0.05% | 280 |
|
|
2023
Q1 | $312K | Buy |
2,324
+7
| +0.3% | +$939 | 0.06% | 283 |
|
|
2022
Q4 | $315K | Sell |
2,317
-4,418
| -66% | -$600K | 0.07% | 271 |
|
|
2022
Q3 | $758K | Buy |
6,735
+756
| +13% | +$85.1K | 0.15% | 143 |
|
|
2022
Q2 | $808K | Buy |
5,979
+3,743
| +167% | +$506K | 0.15% | 159 |
|
|
2022
Q1 | $275K | Buy |
2,236
+28
| +1% | +$3.44K | 0.04% | 361 |
|
|
2021
Q4 | $316K | Buy |
2,208
+209
| +10% | +$29.9K | 0.05% | 348 |
|
|
2021
Q3 | $265K | Buy |
1,999
+143
| +8% | +$19K | 0.04% | 375 |
|
|
2021
Q2 | $249K | Sell |
1,856
-17
| -0.9% | -$2.28K | 0.04% | 401 |
|
|
2021
Q1 | $260K | Sell |
1,873
-67
| -3% | -$9.3K | 0.05% | 356 |
|
|
2020
Q4 | $262K | Buy |
1,940
+542
| +39% | +$73.2K | 0.05% | 322 |
|
|
2020
Q3 | $206K | Sell |
1,398
-761
| -35% | -$112K | 0.14% | 164 |
|
|
2020
Q2 | $305K | Sell |
2,159
-217
| -9% | -$30.7K | 0.08% | 266 |
|
|
2020
Q1 | $304K | Buy |
2,376
+606
| +34% | +$77.5K | 0.1% | 218 |
|
|
2019
Q4 | $251K | Hold |
1,770
| – | – | 0.09% | 228 |
|
|
2019
Q3 | $251K | Buy |
1,770
+132
| +8% | +$18.7K | 0.09% | 230 |
|
|
2019
Q2 | $217K | Sell |
1,638
-22
| -1% | -$2.92K | 0.08% | 243 |
|
|
2019
Q1 | $206K | Buy |
+1,660
| New | +$206K | 0.08% | 238 |
|
|
2017
Q3 | – | Sell |
-956
| Closed | -$123K | – | 480 |
|
|
2017
Q2 | $123K | Buy |
+956
| New | +$123K | 0.06% | 223 |
|