Number of Shares
112,322.00
Current Holdings Value*
$16.59 Mil
% of Portfolio
4.19%
Total Estimate Gain
$1.65 Mil
% of Total Estimate Gain
11.86%

Lucia Wealth Services, LLC's Kimberly-Clark Corp Holding Summary

As of 2020-09-30, Lucia Wealth Services, LLC held 112,322.00 shares of Kimberly-Clark Corp(KMB), totaling $16.59 Mil. This investment constitutes 4.19% of their stock portfolio, and Lucia Wealth Services, LLC now holds 0.03% of the outstanding Kimberly-Clark Corp(KMB) stock.

The initial trade took place in 2018Q2. And since then Lucia Wealth Services, LLC has made 7 purchases of KMB, at an average price of $112.95, for a total of 123,510.00 shares. In addition, there have been 3 sales at an average price of $114.40 for 11,188.00 shares. Based on historical transaction data and KMB's current price of $127.53, Lucia Wealth Services, LLC's estimated gain on his KMB holdings is $1.65 Mil, reflecting a 11.86% gain to date.

Lucia Wealth Services, LLC KMB ($127.53) Holding Chart

Lucia Wealth Services, LLC KMB ($127.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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