Alan B. Lancz & Associates’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 | $386K | Hold |
2,993
| – | – | 0.39% | 69 |
|
|
2025
Q1 | $426K | Hold |
2,993
| – | – | 0.45% | 58 |
|
|
2024
Q4 | $392K | Sell |
2,993
-800
| -21% | -$105K | 0.4% | 66 |
|
|
2024
Q3 | $540K | Hold |
3,793
| – | – | 0.5% | 50 |
|
|
2024
Q2 | $524K | Buy |
+3,793
| New | +$524K | 0.52% | 44 |
|
|
2023
Q4 | $461K | Hold |
3,793
| – | – | 0.48% | 53 |
|
|
2023
Q3 | $458K | Sell |
3,793
-100
| -3% | -$12.1K | 0.52% | 51 |
|
|
2023
Q2 | $537K | Hold |
3,893
| – | – | 0.57% | 47 |
|
|
2023
Q1 | $523K | Hold |
3,893
| – | – | 0.54% | 48 |
|
|
2022
Q4 | $533K | Hold |
3,893
| – | – | 0.54% | 49 |
|
|
2022
Q3 | $438K | Hold |
3,893
| – | – | 0.52% | 54 |
|
|
2022
Q2 | $513K | Hold |
3,893
| – | – | 0.51% | 49 |
|
|
2022
Q1 | $479K | Hold |
3,893
| – | – | 0.42% | 72 |
|
|
2021
Q4 | $556K | Buy |
+3,893
| New | +$556K | 0.49% | 59 |
|