Ownership history in Phoenix Wealth Advisors · 20 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors reported a position in KIMBERLY-CLARK CORP (KMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 2,152 | — | 0% | 0.10% | $268K | $121.35 |
| 2025 Q2 | UNCHANGED | 2,152 | — | 0% | 0.12% | $277K | $124.59 |
| 2025 Q1 | REDUCED | 2,152 | -8 | -0.4% | 0.13% | $306K | $136.16 |
| 2024 Q4 | ADDED | 2,160 | +8 | +0.4% | 0.12% | $283K | $124.35 |
| 2024 Q3 | UNCHANGED | 2,152 | — | 0% | 0.14% | $306K | $133.82 |
| 2024 Q2 | UNCHANGED | 2,152 | — | 0% | 0.15% | $297K | $128.92 |
| 2024 Q1 | UNCHANGED | 2,152 | — | 0% | 0.17% | $278K | $119.59 |
| 2023 Q4 | UNCHANGED | 2,152 | — | 0% | 0.18% | $263K | $111.24 |
| 2023 Q3 | UNCHANGED | 2,152 | — | 0% | 0.15% | $260K | $109.57 |
| 2023 Q2 | UNCHANGED | 2,152 | — | 0% | 0.17% | $297K | $124.01 |
As of 2025 Q4 — sorted by position size