Annis Gardner Whiting Capital Advisors’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 | $222K | Buy |
1,712
+272
| +19% | +$35.3K | 0.08% | 207 |
|
2025
Q1 | $206K | Hold |
1,440
| – | – | 0.09% | 189 |
|
2024
Q4 | $190K | Buy |
1,440
+108
| +8% | +$14.3K | 0.05% | 207 |
|
2024
Q3 | $191K | Sell |
1,332
-1,338
| -50% | -$192K | 0.05% | 212 |
|
2024
Q2 | $372K | Buy |
2,670
+8
| +0.3% | +$1.12K | 0.11% | 160 |
|
2024
Q1 | $347K | Buy |
2,662
+2,146
| +416% | +$280K | 0.12% | 132 |
|
2023
Q4 | $63.3K | Buy |
516
+6
| +1% | +$736 | 0.03% | 274 |
|
2023
Q3 | $62.3K | Buy |
+510
| New | +$62.3K | 0.03% | 265 |
|