WA
Waverly Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
80,103
+1,649
| +2% | +$213K | 0.11% | 185 |
|
|
2025
Q1 | $11.2M | Buy |
78,454
+1,172
| +2% | +$167K | 0.14% | 166 |
|
|
2024
Q4 | $10.1M | Buy |
77,282
+20,973
| +37% | +$2.75M | 0.16% | 140 |
|
|
2024
Q3 | $8.01M | Buy |
56,309
+4,032
| +8% | +$574K | 0.15% | 147 |
|
|
2024
Q2 | $7.22M | Buy |
52,277
+39,549
| +311% | +$5.47M | 0.14% | 146 |
|
|
2024
Q1 | $1.65M | Buy |
12,728
+1,343
| +12% | +$174K | 0.04% | 289 |
|
|
2023
Q4 | $1.38M | Sell |
11,385
-4,824
| -30% | -$586K | 0.05% | 188 |
|
|
2023
Q3 | $1.96M | Buy |
16,209
+210
| +1% | +$25.4K | 0.09% | 135 |
|
|
2023
Q2 | $2.21M | Buy |
15,999
+883
| +6% | +$122K | 0.1% | 126 |
|
|
2023
Q1 | $2.03M | Sell |
15,116
-1,066
| -7% | -$143K | 0.11% | 100 |
|
|
2022
Q4 | $2.2M | Buy |
16,182
+1
| +0% | +$136 | 0.12% | 88 |
|
|
2022
Q3 | $1.82M | Buy |
+16,181
| New | +$1.82M | 0.13% | 78 |
|
|
2021
Q1 | – | Sell |
-4,659
| Closed | -$615K | – | 177 |
|
|
2020
Q4 | $615K | Buy |
4,659
+11
| +0.2% | +$1.45K | 0.06% | 87 |
|
|
2020
Q3 | $616K | Sell |
4,648
-45
| -1% | -$5.96K | 0.08% | 78 |
|
|
2020
Q2 | $744K | Buy |
4,693
+95
| +2% | +$15.1K | 0.1% | 72 |
|
|
2020
Q1 | $588K | Buy |
4,598
+13
| +0.3% | +$1.66K | 0.1% | 73 |
|
|
2019
Q4 | $663K | Sell |
4,585
-57
| -1% | -$8.24K | 0.09% | 72 |
|
|
2019
Q3 | $659K | Hold |
4,642
| – | – | 0.09% | 71 |
|
|
2019
Q2 | $619K | Hold |
4,642
| – | – | 0.09% | 70 |
|
|
2019
Q1 | $575K | Hold |
4,642
| – | – | 0.09% | 65 |
|
|
2018
Q4 | $529K | Sell |
4,642
-1,664
| -26% | -$190K | 0.09% | 66 |
|
|
2018
Q3 | $717K | Sell |
6,306
-20
| -0.3% | -$2.27K | 0.11% | 99 |
|
|
2018
Q2 | $666K | Hold |
6,326
| – | – | 0.1% | 102 |
|
|
2018
Q1 | $697K | Sell |
6,326
-755
| -11% | -$83.2K | 0.11% | 101 |
|
|
2017
Q4 | $855K | Buy |
7,081
+768
| +12% | +$92.7K | 0.12% | 109 |
|
|
2017
Q3 | $743K | Hold |
6,313
| – | – | 0.16% | 111 |
|
|
2017
Q2 | $815K | Sell |
6,313
-3
| -0% | -$387 | 0.2% | 90 |
|
|
2017
Q1 | $831K | Buy |
6,316
+1,897
| +43% | +$250K | 0.22% | 83 |
|
|
2016
Q4 | $504K | Buy |
4,419
+80
| +2% | +$9.12K | 0.19% | 53 |
|
|
2016
Q3 | $547K | Hold |
4,339
| – | – | 0.23% | 44 |
|
|
2016
Q2 | $597K | Hold |
4,339
| – | – | 0.27% | 39 |
|
|
2016
Q1 | $584K | Hold |
4,339
| – | – | 0.36% | 38 |
|
|
2015
Q4 | $552K | Hold |
4,339
| – | – | 0.24% | 49 |
|
|
2015
Q3 | $473K | Hold |
4,339
| – | – | 0.33% | 34 |
|
|
2015
Q2 | $460K | Buy |
4,339
+60
| +1% | +$6.36K | 0.28% | 30 |
|
|
2015
Q1 | $458K | Hold |
4,279
| – | – | 0.23% | 31 |
|
|
2014
Q4 | $494K | Sell |
4,279
-3,505
| -45% | -$405K | 0.25% | 32 |
|
|
2014
Q3 | $837K | Sell |
7,784
-322
| -4% | -$34.6K | 0.45% | 24 |
|
|
2014
Q2 | $902K | Buy |
8,106
+322
| +4% | +$35.8K | 0.38% | 29 |
|
|
2014
Q1 | $858K | Sell |
7,784
-1,638
| -17% | -$181K | 0.39% | 28 |
|
|
2013
Q4 | $984K | Buy |
9,422
+3,505
| +59% | +$366K | 0.35% | 29 |
|
|
2013
Q3 | $558K | Buy |
5,917
+167
| +3% | +$15.7K | 0.29% | 33 |
|
|
2013
Q2 | $559K | Buy |
+5,750
| New | +$559K | 0.32% | 33 |
|