Appleton Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,346
| Closed | -$307K | – | 252 |
|
|
2024
Q4 | $307K | Sell |
2,346
-43
| -2% | -$5.63K | 0.02% | 216 |
|
|
2024
Q3 | $340K | Sell |
2,389
-13
| -0.5% | -$1.85K | 0.03% | 208 |
|
|
2024
Q2 | $332K | Buy |
2,402
+113
| +5% | +$15.6K | 0.03% | 207 |
|
|
2024
Q1 | $296K | Hold |
2,289
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $278K | Sell |
2,289
-120
| -5% | -$14.6K | 0.02% | 256 |
|
|
2023
Q3 | $291K | Hold |
2,409
| – | – | 0.03% | 245 |
|
|
2023
Q2 | $333K | Sell |
2,409
-1,000
| -29% | -$138K | 0.03% | 235 |
|
|
2023
Q1 | $458K | Buy |
+3,409
| New | +$458K | 0.04% | 210 |
|
|
2020
Q1 | – | Sell |
-1,541
| Closed | -$212K | – | 274 |
|
|
2019
Q4 | $212K | Buy |
1,541
+97
| +7% | +$13.3K | 0.02% | 284 |
|
|
2019
Q3 | $205K | Buy |
+1,444
| New | +$205K | 0.02% | 272 |
|
|
2018
Q2 | – | Sell |
-1,927
| Closed | -$212K | – | 263 |
|
|
2018
Q1 | $212K | Sell |
1,927
-147
| -7% | -$16.2K | 0.03% | 248 |
|
|
2017
Q4 | $250K | Sell |
2,074
-204
| -9% | -$24.6K | 0.04% | 235 |
|
|
2017
Q3 | $268K | Buy |
2,278
+688
| +43% | +$80.9K | 0.05% | 208 |
|
|
2017
Q2 | $205K | Sell |
1,590
-70
| -4% | -$9.03K | 0.03% | 235 |
|
|
2017
Q1 | $219K | Sell |
1,660
-134
| -7% | -$17.7K | 0.04% | 216 |
|
|
2016
Q4 | $205K | Buy |
+1,794
| New | +$205K | 0.04% | 199 |
|
|
2016
Q3 | – | Sell |
-1,604
| Closed | -$221K | – | 218 |
|
|
2016
Q2 | $221K | Hold |
1,604
| – | – | 0.05% | 193 |
|
|
2016
Q1 | $216K | Sell |
1,604
-125
| -7% | -$16.8K | 0.04% | 197 |
|
|
2015
Q4 | $220K | Buy |
+1,729
| New | +$220K | 0.04% | 201 |
|