Asset Dedication LLC’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 | $97.9K | Sell |
759
-45
| -6% | -$5.8K | 0.01% | 415 |
|
|
2025
Q1 | $114K | Sell |
804
-32
| -4% | -$4.55K | 0.01% | 359 |
|
|
2024
Q4 | $110K | Sell |
836
-411
| -33% | -$53.9K | 0.01% | 369 |
|
|
2024
Q3 | $177K | Sell |
1,247
-44
| -3% | -$6.26K | 0.01% | 345 |
|
|
2024
Q2 | $178K | Sell |
1,291
-65
| -5% | -$8.98K | 0.01% | 333 |
|
|
2024
Q1 | $176K | Sell |
1,356
-226
| -14% | -$29.3K | 0.01% | 307 |
|
|
2023
Q4 | $190K | Buy |
1,582
+112
| +8% | +$13.5K | 0.02% | 302 |
|
|
2023
Q3 | $176K | Buy |
1,470
+4
| +0.3% | +$479 | 0.02% | 304 |
|
|
2023
Q2 | $203K | Buy |
1,466
+5
| +0.3% | +$692 | 0.02% | 302 |
|
|
2023
Q1 | $195K | Sell |
1,461
-10
| -0.7% | -$1.34K | 0.02% | 299 |
|
|
2022
Q4 | $198K | Buy |
1,471
+1,368
| +1,328% | +$184K | 0.02% | 299 |
|
|
2022
Q3 | $12K | Buy |
+103
| New | +$12K | ﹤0.01% | 597 |
|
|
2022
Q2 | – | Sell |
-80
| Closed | -$10K | – | 759 |
|
|
2022
Q1 | $10K | Sell |
80
-6
| -7% | -$750 | ﹤0.01% | 652 |
|
|
2021
Q4 | $12K | Buy |
86
+1
| +1% | +$140 | ﹤0.01% | 620 |
|
|
2021
Q3 | $12K | Buy |
85
+12
| +16% | +$1.69K | ﹤0.01% | 657 |
|
|
2021
Q2 | $10K | Buy |
73
+50
| +217% | +$6.85K | ﹤0.01% | 622 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 602 |
|
|
2020
Q4 | $3K | Sell |
23
-3
| -12% | -$391 | ﹤0.01% | 672 |
|
|
2020
Q3 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 620 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$10K | – | 617 |
|
|
2019
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 425 |
|
|
2019
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 461 |
|
|
2018
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 435 |
|
|
2018
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 455 |
|
|
2018
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 399 |
|
|
2017
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 365 |
|
|
2017
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 301 |
|
|
2017
Q2 | $10K | Sell |
75
-25
| -25% | -$3.33K | 0.01% | 306 |
|
|
2017
Q1 | $13K | Buy |
+100
| New | +$13K | 0.01% | 292 |
|
|
2016
Q2 | – | Sell |
-308
| Closed | -$41K | – | 404 |
|
|
2016
Q1 | $41K | Buy |
308
+173
| +128% | +$23K | 0.03% | 199 |
|
|
2015
Q4 | $17K | Buy |
+135
| New | +$17K | 0.01% | 339 |
|