Baker Tilly Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,208
| Closed | -$286K | – | 353 |
|
|
2024
Q1 | $286K | Sell |
2,208
-453
| -17% | -$58.6K | 0.05% | 354 |
|
|
2023
Q4 | $323K | Sell |
2,661
-37
| -1% | -$4.5K | 0.05% | 373 |
|
|
2023
Q3 | $326K | Sell |
2,698
-16
| -0.6% | -$1.93K | 0.05% | 350 |
|
|
2023
Q2 | $375K | Buy |
2,714
+508
| +23% | +$70.1K | 0.04% | 411 |
|
|
2023
Q1 | $296K | Buy |
2,206
+11
| +0.5% | +$1.48K | 0.03% | 453 |
|
|
2022
Q4 | $298K | Sell |
2,195
-509
| -19% | -$69.1K | 0.04% | 436 |
|
|
2022
Q3 | $304K | Sell |
2,704
-72
| -3% | -$8.1K | 0.04% | 406 |
|
|
2022
Q2 | $375K | Sell |
2,776
-704
| -20% | -$95.1K | 0.05% | 374 |
|
|
2022
Q1 | $429K | Sell |
3,480
-403
| -10% | -$49.7K | 0.05% | 377 |
|
|
2021
Q4 | $555K | Buy |
3,883
+1,194
| +44% | +$171K | 0.06% | 331 |
|
|
2021
Q3 | $356K | Buy |
2,689
+263
| +11% | +$34.8K | 0.05% | 388 |
|
|
2021
Q2 | $325K | Sell |
2,426
-454
| -16% | -$60.8K | 0.05% | 378 |
|
|
2021
Q1 | $400K | Buy |
2,880
+827
| +40% | +$115K | 0.08% | 288 |
|
|
2020
Q4 | $277K | Buy |
+2,053
| New | +$277K | 0.09% | 253 |
|