Wealthspire Advisors (New York)’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
5,950
+362
| +6% | +$46.7K | ﹤0.01% | 436 |
|
|
2025
Q1 | $795K | Buy |
5,588
+90
| +2% | +$12.8K | ﹤0.01% | 431 |
|
|
2024
Q4 | $720K | Sell |
5,498
-1,026
| -16% | -$134K | 0.01% | 429 |
|
|
2024
Q3 | $928K | Buy |
6,524
+279
| +4% | +$39.7K | 0.01% | 386 |
|
|
2024
Q2 | $863K | Buy |
6,245
+298
| +5% | +$41.2K | 0.01% | 337 |
|
|
2024
Q1 | $769K | Sell |
5,947
-195
| -3% | -$25.2K | 0.01% | 352 |
|
|
2023
Q4 | $746K | Sell |
6,142
-169
| -3% | -$20.5K | 0.01% | 358 |
|
|
2023
Q3 | $763K | Buy |
6,311
+804
| +15% | +$97.2K | 0.01% | 324 |
|
|
2023
Q2 | $760K | Sell |
5,507
-484
| -8% | -$66.8K | 0.01% | 299 |
|
|
2023
Q1 | $804K | Sell |
5,991
-653
| -10% | -$87.6K | 0.01% | 286 |
|
|
2022
Q4 | $902K | Sell |
6,644
-3,375
| -34% | -$458K | 0.02% | 280 |
|
|
2022
Q3 | $1.13M | Buy |
10,019
+685
| +7% | +$77.1K | 0.02% | 204 |
|
|
2022
Q2 | $1.26M | Buy |
9,334
+1,086
| +13% | +$147K | 0.03% | 187 |
|
|
2022
Q1 | $1.02M | Sell |
8,248
-2,958
| -26% | -$364K | 0.02% | 195 |
|
|
2021
Q4 | $1.6M | Sell |
11,206
-485
| -4% | -$69.3K | 0.04% | 169 |
|
|
2021
Q3 | $1.55M | Buy |
11,691
+3,005
| +35% | +$398K | 0.03% | 192 |
|
|
2021
Q2 | $1.16M | Sell |
8,686
-4,105
| -32% | -$549K | 0.03% | 149 |
|
|
2021
Q1 | $1.78M | Buy |
12,791
+1,454
| +13% | +$202K | 0.04% | 185 |
|
|
2020
Q4 | $1.53M | Buy |
11,337
+9,577
| +544% | +$1.29M | 0.05% | 159 |
|
|
2020
Q3 | $260K | Sell |
1,760
-11
| -0.6% | -$1.63K | 0.02% | 251 |
|
|
2020
Q2 | $250K | Sell |
1,771
-11,412
| -87% | -$1.61M | 0.02% | 228 |
|
|
2020
Q1 | $1.69M | Buy |
+13,183
| New | +$1.69M | 0.07% | 139 |
|
|
2019
Q1 | – | Sell |
-423
| Closed | -$48K | – | 452 |
|
|
2018
Q4 | $48K | Buy |
+423
| New | +$48K | ﹤0.01% | 187 |
|